Service Advisor

Service Advisor | Wealth Management

Location: Morton, IL

Build Relationships. Make an Impact. Grow Your Career.

The Opportunity

Are you a relationship-driven financial professional who enjoys helping clients navigate their financial futures? This is an opportunity to join a growing wealth management practice where personalized service, financial planning, and long-term relationships are at the heart of everything you do.

Step into a client-facing advisory role where you can manage existing relationships, deliver thoughtful financial guidance, and grow professionally within a collaborative, team-oriented environment.

This is more than a client service position—it’s an opportunity to build lasting relationships, influence clients’ financial futures, and grow into a trusted wealth management professional. Join a team that values collaboration, continuous learning, and exceptional client care. Bring your curiosity, relationship-building skills, and ambition—and discover what you can accomplish when your growth is supported by a team.

What You Will Do

• Manage and strengthen relationships with existing wealth management clients.
• Support the implementation and ongoing management of personalized financial plans.
• Conduct client meetings and periodic financial reviews to assess goals, needs, and life changes.
• Respond to client questions, coordinate follow-ups, and ensure timely, thoughtful communication.
• Identify opportunities to deepen relationships and enhance the overall client experience.
• Collaborate with lead advisors, financial planning, operations, marketing, and client service teams.
• Maintain accurate client records and ensure consistent follow-through on commitments.
• Develop professionally while building the skills to take on greater responsibility and a larger client portfolio over time.

What You Will Bring

• Approximately 1–3 years of experience in financial services, wealth management, financial planning, or a related client-facing role.
• Strong relationship-building, communication, and organizational skills.
• A client-first mindset and the ability to establish trust with individuals and families.
• Foundational knowledge of financial planning concepts and wealth management services.
• Relevant industry licenses and credentials; willingness to obtain additional credentials as needed.
• Attention to detail, accountability, and a commitment to delivering an excellent client experience.
• A collaborative attitude, openness to coaching, and enthusiasm for professional development.

What Will Set You Apart

• Experience supporting or managing an existing book of clients.
• The ability to anticipate client needs and deliver proactive, personalized service.
• A natural talent for building long-term relationships and communicating complex financial concepts clearly.
• A growth mindset and willingness to learn from experienced advisors.
• The ability to balance independent responsibility with strong teamwork.
• A genuine interest in developing into a trusted advisor who contributes to the long-term success of the practice.

Benefits & Rewards

• Competitive base compensation with potential revenue-sharing opportunities.
• Employer contribution toward health insurance.
• Dental and vision coverage options.
• 401(k) with an employer matching contribution.
• Approximately three weeks of paid time off and nine paid holidays.
• Potential educational reimbursement and professional development opportunities.
• Potential firm-wide profit sharing and advisor incentive trips.
• A collaborative work environment with opportunities for career growth and advancement.