Service Advisor

Overview

We’re hiring a Service Advisor on behalf of our client—a growing wealth management firm based in Alpharetta, GA. This is a client-facing, revenue-impacting role for someone who loves financial planning conversations and wants real long-term growth.

Why this role stands out

• Own deep client relationships — support and advise an established client base
• Be a true advisor — lead review meetings, discuss investments, build and refine financial plans
• Make an impact — this role directly contributes to retained assets and new revenue from existing clients
• Room to grow — long-term path into a producing advisor role for the right person (not a quick stop)

• Managing ongoing relationships for a large book of existing clients
• Leading client review meetings and day-to-day advisory conversations
• Providing thoughtful guidance on investments, planning strategies, and real-life financial decisions
• Identifying opportunities to bring additional assets under management
• Partnering closely with senior leadership as the firm scales

• Active Series 65 strongly preferred (Series 7 + 66 considered)
• Willingness to obtain insurance license
• 3+ years of real-world advisory experience
• Comfortable discussing investments, planning, and portfolio strategy
• Proactive, detail-oriented, and genuinely driven (this is not a “tread water” role)

• $75k–$100k (flexible for top talent)
• Performance-driven upside tied to revenue impact
• Strong leadership support and long-term career runway

If you’re a licensed advisor who enjoys servicing clients at a high level—and wants to grow with a firm that’s building something meaningful—this is worth a conversation.