Role Overview:
We are seeking a career-oriented Service Advisor to join our team. The position is the second of four levels in our career path and plays a key role in supporting our lead advisor/owner, managing client portfolios, and enhancing client relationships. This position offers a clear career path with opportunities for growth, including potential participation in ownership.
Key Responsibilities:
• Develop comprehensive financial plans using eMoney.
• Prepare reports and illustrations for client meetings.
• Participate in client meetings to provide real-time support and take notes.
• Design and manage portfolios, including trading, rebalancing, and tax management.
• Maintain and update CRM platforms (Redtail or similar).
• Create proposals and conduct product and account analysis.
• Coordinate with the service team to ensure timely and accurate task execution.
• Communicate with clients to address their needs and inquiries.
Qualifications:
• 3-5 years of experience in financial services.
• CFP designation and Series 7 and 66 or 65 licenses required.
• Bachelor's degree, preferably with a GPA above 3.3.
• Proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar).
• Experience with CRM platforms (Redtail or similar), MS365, and Excel.
• Strong organizational skills, a team-oriented mindset, and a passion for financial services.
Compensation & Benefits:
• Competitive salary ranging between of $100,000 and $130,000 depending on experience, credentials, and ability to take on secondary responsibilities. There is also a discretionary bonus meant to share the success of the firm and individual achievements.
• Comprehensive benefits package including 401k, life, health, and disability insurance.
• A defined career path with growth opportunities and potential ownership potential.
Join us and take the next step in your financial advisory career!
