Service Advisor

Overview

A Houston-based, full-service wealth management and financial planning firm is hiring a Service Advisor to support high-net-worth clients and elite Wealth Advisors in a high-touch, fast-moving environment. This role owns client service execution. From account openings and transfers to insurance underwriting coordination and complex trust registrations, this role serves as a trusted point of contact for day-to-day client needs. You will work deep in the details, manage significant volume, and ensure every client interaction is handled with precision and polish.

They are looking for a sharp, collaborative client-service professional with experience in an RIA or similar wealth management environment, comfort supporting ultra-high-net-worth clients, and the confidence to manage complexity without dropping the ball.

• Serve as a primary contact for client service requests and account-related inquiries
• Schedule and prepare materials for client review meetings
• Open, maintain, and update client accounts across multiple registrations and entities
• Process onboarding paperwork for advisory accounts, financial plans, insurance, and annuities
• Manage insurance underwriting workflows, including medical records and carrier coordination
• Initiate and track asset and money movements
• Support complex trust structures, including irrevocable trusts and IDGTs tied to insurance strategies
• Maintain accurate records and documentation in Salesforce and paperless filing systems
• Monitor custodian alerts and proactively resolve issues
• Partner closely with Wealth Advisors and internal teams to ensure seamless execution
• Assist with special projects as needed in a high-volume, high touch setting

• 3+ years of experience in an RIA or wealth management firm serving high-net-worth clients
• Experience supporting clients with $10M–$250M net worth or $500K+ annual income
• Bachelor’s degree preferred
• Strong working knowledge of life insurance in a wealth management context
• Proven ability to open and fund accounts across complex registrations and trust structures
• Experience with Salesforce or similar CRM, plus portfolio and document management systems
• Highly organized, detail-driven, and able to manage volume without sacrificing quality
• Excellent written and verbal communication skills
• Clean broker check required Series 65 or equivalent (7 or 66)

• 10% salary bonus paid quarterly
• Quarterly profit-sharing bonus
• 100% employer-paid medical insurance for the employee
• Dental and vision coverage
• 401(k) with safe-harbor match
• Unlimited PTO
• Standard holidays plus additional time around Thanksgiving and Christmas
• Strong commitment to work-life balance in an onsite, team-oriented environment
• Clear track record of promoting from within

If you thrive in a collaborative culture, enjoy mastering complex client work, and want to sharpen your skills alongside elite advisors in a high-performance RIA, this role will push you and reward you. Apply now!