What are the responsibilities and job description for the Financial Advisor position at Advisor Seekers?
Service Advisor | Wealth Management
Location: Morton, IL | Financial Services
The Opportunity
Are you passionate about helping people, building trusted relationships, and delivering exceptional service? An established wealth management firm is seeking a client-focused Service Advisor to support financial advisors and help clients navigate their financial needs with confidence. This role is ideal for a detail-oriented professional who enjoys solving problems, coordinating financial services, and delivering an exceptional client experience.
What You Will Do
• Build and maintain strong relationships with existing clients while providing responsive, personalized service.
• Support financial advisors with client requests, account maintenance, and ongoing relationship management.
• Coordinate client meetings, prepare documentation, and ensure timely follow-up on action items.
• Assist with account openings, transfers, money movement requests, and other account related needs.
• Respond to client inquiries and proactively communicate updates and next steps.
• Maintain accurate client records and ensure documentation is complete and organized.
• Collaborate with advisory and operations teams to resolve issues efficiently.
What You Will Bring
• 1–4 years of experience in financial services, wealth management, client service, or a related administrative role.
• Strong communication, organization, and relationship-building skills.
• Excellent attention to detail and the ability to manage multiple priorities.
• A proactive, solutions-oriented approach to client service.
• Familiarity with financial systems, client records, and account documentation.
• The ability to handle confidential information with discretion and professionalism.
• A collaborative mindset and commitment to outstanding client support.
What Will Set You Apart
• Experience supporting financial advisors or serving high-net-worth individuals and families.
• Familiarity with investment accounts, retirement planning, account transfers, and financial planning processes.
• Experience with CRM systems and financial planning platforms.
• A reputation for anticipating client needs and consistently following through.
• The ability to remain organized and responsive in a fast-paced environment.
• A genuine passion for building lasting relationships and making financial processes easier for clients.
Make a Meaningful Impact
Join a collaborative wealth management team where exceptional service and trusted relationships matter. Bring your organizational strengths, client-first mindset, and attention to detail to a role that helps clients feel supported throughout their financial journey.