Position Title: Service Advisor
Build relationships that go far beyond managing accounts. A growing, values-driven wealth management firm is seeking a Service Advisor to deliver highly personalized support to high-net-worth and ultra-high-net-worth families. This role combines hands-on client service, financial account administration, relationship management, and emerging technology, with responsibility for everything from account transactions and documentation to client meetings and community speaking engagements.
The ideal candidate brings 3-6 years of financial services experience, exceptional written and verbal communication skills, and a genuine commitment to providing warm, responsive, high-touch service. They should be proactive, highly organized, comfortable working independently, and excited to use AI and new technology to improve the client experience.
Salary Range: $80,000 - $105,000 / Year, DOE
Responsibilities - Deliver white-glove, high-touch service to high-net-worth and ultra-high-net-worth clients
- Manage client requests with a strong focus on responsiveness, accuracy, and follow-through
- Process account transactions including distributions, ACH and wire transfers, journal entries, and qualified charitable distributions
- Prepare and process new account paperwork, beneficiary changes, trust documentation, and account maintenance forms
- Support client meetings and financial planning implementation while coordinating with CPAs, attorneys, and other outside professionals as needed
- Participate in periodic speaking engagements and community events, including presentations at churches throughout the Bay Area
- Work with custom AI tools and agents, providing feedback and identifying opportunities to improve workflows and client service processes
Requirements - 3-6 years of experience in financial services, ideally within an RIA environment supporting HNW or UHNW clients
- Series 6 or 7 license, or ability to obtain required licensing within 90 days of hire
- Hands-on experience with account transactions and financial account documentation
- Familiarity with custodial platforms such as Fidelity or Schwab and CRM platforms such as Wealthbox or Redtail
- Strong proficiency with Microsoft Office, including Excel, Word, and Outlook
- Exceptional written and verbal communication skills with a polished, relationship-focused approach
- Close attention to detail, particularly when handling compliance-sensitive documentation
- Strong organizational skills with the ability to manage multiple client requests simultaneously
- Ability to handle confidential financial and personal information with discretion
- Proactive, self-directed approach with the ability to identify issues and drive them through resolution
- Comfort working with AI-based tools and enthusiasm for adopting new technology
Preferred Qualifications - Series 65 or 66 license, or willingness to obtain one
- Notary public certification
- Familiarity with trust, estate, and beneficiary-related processes
- Experience supporting financial planning implementation
- Experience with financial planning platforms such as eMoney or RightCapital
- Experience coordinating directly with CPAs, attorneys, or insurance professionals
- Track record of developing long-term client relationships in a service-focused environment
- Experience implementing or improving AI-powered systems and workflows
Benefits - 401(k) plan with employer contribution
- Paid vacation, personal, and sick time
- Generous paid holiday office closures
- Annual professional development and continuing education stipend
- Support for licensing, certifications, and ongoing professional growth
- Clear advancement potential toward a Financial Advisor position
If you are a relationship-driven financial services professional who takes ownership, communicates exceptionally well, and wants to grow into a trusted advisor, apply today.
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