Service Advisor

Windward Recruiting

The Service Advisor is a licensed financial professional responsible for supporting the advisory team in delivering financial planning and investment advice. This role involves direct interaction with clients to implement advisor-directed strategies, prepare financial plans, and provide ongoing service. While this role may not fully own client relationships or new business development, it operates with a degree of independent judgment and applies specialized financial knowledge.

DUTIES & RESPONSIBILITIES

Prepare and deliver comprehensive financial plans in collaboration with lead advisors.
Implement investment strategies and process account transactions as needed.
Serve as a point of contact for existing clients for service-related needs.
Analyze client data to identify financial planning opportunities.
Ensure timely and accurate execution of client requests.
Maintain detailed documentation in CRM and financial planning systems.
Stay current with industry regulations, market trends, and product knowledge.
Support advisors in client retention and satisfaction initiatives.

*Please note the role will vary, grow and change and is not limited to the items above.

QUALIFICATIONS

Bachelor's degree in Finance, Business, or related field.
Active Series 65 license, Series 66 license, CFP designation, CFA designation, ChFC designation, or CIC designation required.
Strong knowledge of financial planning concepts, investments, and regulatory requirements.
Excellent communication and client service skills
Demonstrate excellent oral, written, and interpersonal communication skills
Possess a willingness to learn firm technologies

Salary + Benefits:

Competitive, based on experience
Medical Insurance
Dental/Vision Insurance
Life & Personal Accident Insurance
Short-term Disability Insurance
Long-term Disability Insurance
Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
401(k) Plan with company matching
Paid Time Off (PTO) and paid holidays

Apply

Vacancy posted 2 days ago

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