Financial Advisor

Service Advisor Location: Jupiter, Florida Are you passionate about building long-term relationships with clients and guiding them toward financial freedom? An innovative and rapidly growing wealth management firm is seeking a Service Advisor to join their team and play a vital role in delivering comprehensive financial planning services. What You’ll Do As a Service Advisor, you’ll manage and grow assigned client relationships—providing strategic financial advice and holistic planning services. You will collaborate with senior advisors to transition client communications and become the primary advisor over time. Key Responsibilities Build lasting relationships with clients and their families Provide advice on investment strategies, estate and legacy planning, insurance, tax, and cash flow Conduct regular reviews of client accounts and financial plans Analyze client data to craft personalized strategies Create financial summaries, income projections, and performance reports Adjust portfolio strategies as clients’ needs evolve Proactively engage with clients and generate referrals What You Bring Bachelor’s Degree in Finance, Financial Planning, or a related field Active Series 65 or 66 , and one of the following: CFP® , CFA® , ChFC® , CIC Life and Health Insurance License (or willingness to obtain within 90 days) Proficiency in Microsoft Office and CRM tools (Salesforce preferred) Strong working knowledge of financial products and planning Excellent communication and relationship-building skills Growth mindset and a desire to help expand the client base What's in It for You Base Salary of $100,000 to $120,000 Life, Personal Accident, and Disability Insurance Flexible Spending & Health Savings Accounts 401(k) Plan with Company Match Generous PTO and Paid Holidays Opportunities for career development and long-term growth Base Pay $100,000.00/yr - $120,000.00/yr Seniority level Mid-Senior level Employment type Full-time Job function Customer Service #J-18808-Ljbffr