Service Advisor

A client-first retirement and financial planning firm is hiring a Service Advisor to partner directly with 1-2 senior Financial Advisors and own the client experience for a high-value retirement book. This role sits in client meetings, updates financial plans, presents recommendations, and actively expands existing relationships through thoughtful upselling of planning strategies and annuity solutions. You will be the connective tissue between strategy and execution, turning financial plans into action while uncovering new revenue inside an already-warm client base.

They are looking for a confident, client-facing financial professional who loves servicing relationships, believes in annuities as a planning tool, and wants to grow with a fast-scaling RIA.

Senior Advisor Responsibilities:

• Manage and service a portfolio of retirement clients for 1-2 senior Financial Advisors
• Prepare, update, and present financial plans using eMoney and Nitrogen
• Lead client meetings, review goals, and recommend investment and insurance solutions
• Identify opportunities to expand client relationships through annuities and additional planning strategies
• Partner with the New Business and Client Engagement teams to execute recommendations
• Maintain detailed client records in Red Tail CRM
• Proactively bring solutions to leadership and improve client experience
• Deliver a Ritz-Carlton-level service standard across every client interaction

Service Advisor Requirements:

• 2-5+ years in financial services at an RIA in a Service Advisor, CSA, Client Advisor, or similar role
• Series 65 or CFP required
• Comfort and alignment with annuities as part of holistic retirement planning
• Ability to run client meetings, present financial strategies, and upsell existing relationships
• Strong technical skills with financial planning and CRM systems
• Bachelor's degree preferred but not required with the right experience
• Willingness to obtain an insurance license within 90 days
• Team-first mindset with the drive to grow inside a high-performance firm
• No Series 7 or Series 63 licenses

Benefits:

• 5-10% revenue share on new business generated from existing clients
• Medical, dental, and vision with 50% employer-paid premiums
• Simple IRA with company match
• PTO + Thanksgiving week and the holidays between Christmas and New Year's off
• Paid holidays include Memorial Day, July 4th, and Labor Day
• Monthly team lunches, company trips, and team outings when goals are hit
• Direct mentorship from CEO and Operations Director
• A fast-growing, $500M AUM RIA with long-term career and income upside

If you thrive in front of clients, love building deeper relationships, and want to be rewarded for growing a book instead of cold prospecting, this is where you build your future. Apply now! #LI-SB1