Service Advisor

At Stein Wealth Advisors, we believe exceptional financial guidance begins with meaningful relationships. Our team is committed to providing personalized financial planning, thoughtful investment strategies, and an exceptional client experience built on trust, integrity, and collaboration. We're looking for a knowledgeable, relationship-driven Service Advisor to join our growing team. About the Role Service Advisor Stein Wealth Advisors | Canonsburg, PA About Stein Wealth Advisors At Stein Wealth Advisors, we believe exceptional financial guidance begins with meaningful relationships. Our team is committed to providing personalized financial planning, thoughtful investment strategies, and an exceptional client experience built on trust, integrity, and collaboration. We're looking for a knowledgeable, relationship-driven Service Advisor to join our growing team. The Service Advisor is a client-facing financial professional responsible for managing client relationships, delivering comprehensive financial planning advice, and ensuring a high standard of service. This position offers the opportunity to take ownership of assigned client relationships while collaborating with experienced Lead Advisors on more complex financial planning and investment strategies. The ideal candidate combines strong technical financial planning knowledge with excellent communication skills, sound judgment, and a genuine commitment to helping clients pursue their financial goals. Key Responsibilities Financial Planning & Client Relationships Lead client meetings, financial planning discussions, and ongoing reviews. Develop and present personalized financial plans and recommendations. Serve as the primary advisor for assigned client relationships while supporting Lead Advisors on complex cases. Oversee implementation of financial planning recommendations and ensure timely follow-up. Build lasting client relationships through proactive communication and exceptional service. Investment Management Oversee portfolio implementation, trading activity, and rebalancing in accordance with firm investment strategies. Review investment recommendations and ensure alignment with client objectives. Collaborate with the investment team and participate in Investment Committee discussions. Maintain knowledge of investment products, strategies, and applicable compliance requirements. Business Development & Team Collaboration Support new client meetings, presentations, and business development initiatives. Identify opportunities to deepen existing client relationships. Participate in community networking, educational seminars, and client events. Collaborate with Associate Advisors, Paraplanners, and Analysts to deliver coordinated financial planning services. Contribute to process improvements, team development, and firm-wide goals. Qualifications Bachelor's degree. CFP® certification. FINRA Series 7 and 66 licenses. Life, Accident & Health Insurance license. 5+ years of experience in the financial services industry. Strong understanding of financial planning, investment management, and client relationship management. Excellent communication, organizational, and problem-solving skills. Ability to manage multiple client relationships and collaborate effectively with a team. Why Stein Wealth Advisors? At Stein Wealth Advisors, you'll be part of a collaborative team that values professional growth, meaningful client relationships, and a commitment to excellence. We believe in working together to deliver thoughtful financial guidance while creating an environment where team members can continue to develop their expertise and make a lasting impact. #J-18808-Ljbffr