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Howard Bailey Financial, Inc., a growing retirement planning firm with a focus on helping people establish financial freedom through meaning and purpose, is seeking a career-minded, ambitious, and client-service-driven Service Advisor who is highly organized, self-motivated, and finds fulfillment in helping others.
We are not like other investment advisory companies. We grow people who grow people and that means investing in excellence, and we value collaboration with colleagues instead of competition with colleagues.
Operating in a client-facing role and under the oversight and leadership of a primary Senior Financial Advisor, our Service Advisors bring scale to the business by assuming the oversight of advisory services for our existing clients. The ideal candidate for this role is someone with a foundation of investment advisory experience with emphasis on client service and who enjoys continual learning, building relationships, and providing fantastic client service.
Essential Duties and Responsibilities
Note: Other relevant duties may be assigned.
If hired for this role, you will…
Education and Experience
Knowledge, Skills, and Abilities
A variety of knowledge, skills and abilities are useful in this position. You aren’t expected to excel in all the listed areas, but the ideal candidate will excel or be considered above average in a majority of them and will be willing to learn or grow in the areas that are lacking. Additionally, an appealing hire will have 3 years of financial services experience with an emphasis on client service.
The ideal candidate will have…
Company Benefits
Working at Howard Bailey
Howard Bailey’s mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our team of Advisors, Service Advisors, and professionals from our Client Services, Impressions, Operations, and Marketing teams strive to deliver the very best experience in pre-retirement and retirement planning. Through education, one-on-one meetings, and a comprehensive team-planning approach, we have helped retirees across the country secure their financial futures. Our commitment to our mission, purpose, and core values is what makes the continued growth of Howard Bailey possible.
Howard Bailey is a growing firm with offices in Fort Wayne, Mishawaka, and Brownsburg, Indiana; and Perrysburg, Ohio. We also serve clients across the United States virtually.
Full Time
$66k-90k (estimate)
05/20/2024
07/19/2024
howardbailey.com
Fort Wayne, IN
50 - 100
The job skills required for Service Advisor include Leadership, Planning, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Service Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Service Advisor. Select any job title you are interested in and start to search job requirements.