What are the responsibilities and job description for the Service Advisor position at Bedell Frazier Investment Counselling?
Lead with Purpose. Partner with Impact. We are a professional, client-focused team dedicated to making a meaningful difference in the lives of those we serve. Our work is driven by a commitment to excellence, integrity, and long-term client success. This is an outstanding opportunity to join a respected firm in the financial services industry.
We're seeking a collaborative, experienced professional who is interested in a long-term role contributing to the continued growth and evolution of a well-established investment management and financial planning firm. The ideal candidate will possess strong communication and relationship-building skills, meticulous attention to detail, a service-oriented mindset, and the ability to manage multiple priorities in a dynamic, fast-paced environment. This role requires a commitment to the highest standards of client service, professionalism, and ethical conduct. The successful candidate will be expected to operate with a strong understanding of regulatory requirements and a focus on delivering exceptional outcomes for our clients. Our office environment is fast-paced and mission-driven, with a culture centered on enhancing the financial well-being of our clients.
What you’ll Do:
- Serve as the primary point of contact to cultivate and enhance long-term client relationships
- Clearly communicate investment strategies and financial planning recommendations on an ongoing basis
- Lead client meetings with thorough preparation and manage all follow-up tasks in a timely manner
- Maintain accurate and detailed documentation of all client interactions
- Contribute to firm growth by fostering new client relationships
- Identify opportunities to consolidate external assets into the firm
- Regularly review and update clients’ financial plans to ensure alignment with their goals
What You Bring:
- Direct, Client Facing: 10 Years Required
- Series 65 (or equivalent) Required
- CFP Preferred
- Deep understanding of investments, financial markets, and planning strategies for high-net-worth individuals
- Unwavering client-first mindset
- Strong personal work ethic and sense of accountability
- Demonstrates respect and professionalism in all interactions
- High level of integrity and trustworthiness
- Exceptional relationship management skills, both written and verbal
- Operates in a fiduciary capacity, always acting in the best interest of the client
- Remains composed and solutions-oriented under pressure
- Proven ability to develop new relationships and convert prospective clients
- Active and empathetic listener
- Self-motivated and driven to excel
- Strategic thinker with strong problem-solving abilities and a forward-looking mindset
- Positive, enthusiastic attitude
- Flexible and adaptable to evolving client needs and firm priorities
- High energy with a proactive approach to challenges
- Creative thinker with a passion for continuous learning and professional growth
- Highly organized with strong attention to detail
- Discreet and dependable, with a strong understanding of confidentiality and compliance obligations