What are the responsibilities and job description for the Service Advisor - Joule Financial position at Bluespring Wealth Partners?
Joule Financial is a fee-only retirement & financial planning firm servicing clients all throughout the United States. We act as a fiduciary investment advisor and do not market nor sell any commissionable products. We assist clients to identify, plan and reach their financial and retirement goals.
Service Advisors work with existing client relationships with supervision from and collaboration with a lead advisor. Typically, this role oversees all aspects of a client relationship from plan development, recommendations, implementation, and ongoing service. This role works with collaboration and support from their planning team.
ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily:
EDUCATION AND/OR EXPERIENCE:
PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
Service Advisors work with existing client relationships with supervision from and collaboration with a lead advisor. Typically, this role oversees all aspects of a client relationship from plan development, recommendations, implementation, and ongoing service. This role works with collaboration and support from their planning team.
ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily:
- Responsible for serving as a key point person for assigned client relationships
- Manage client onboarding process in collaboration with service and operations teams
- Work in collaboration with planning team to develop and implement plan recommendations
- Facilitate retention of existing clients by providing outstanding service
- Engage with existing clients to create referral opportunities
- Track client workflows and communications in the firm’s CRM system, proactively provide updates to clients
- Conduct meetings with clients including plan presentations, goal development, and relationship reviews
- Review and track existing financial plans for needed updates, revisions, and outstanding tasks
- Communicate proactively and clearly with teammates and clients on workflow process and progress
- Develop or assist in development of content related to financial planning topics
- Analyze information and prepare relevant reports and presentations
- Assist with training and developing Support Advisors
- Data entry and analysis
- Must have a high level of customer service aptitude and anticipate client needs
- Must be self-motivated and able to manage varying project deadlines
- Must demonstrate an ability to work in a fiduciary capacity
- Must have the ability to utilize critical thinking skills, solve problems, work within a team, and anticipate firm needs and client questions
- Must be detail oriented, structured and have a high degree of consistency
- Creative thinking and an intrinsic initiative to learn
- Must be able to learn things quickly and effectively manage changing of priorities
- Strong communication and organizational skills are essential
- Experience in investments, financial planning, or taxes
- Strong financial and analytical skills
- Able to manage multiple tasks and concurrent projects efficiently
EDUCATION AND/OR EXPERIENCE:
- Bachelor’s degree from accredited four-year university, preferably in financial planning, business, finance, economics, etc.
- Superior knowledge of Microsoft Excel, Word and PowerPoint
- Knowledge or experience in one or more financial planning areas (investments, taxes, retirement, etc.)
PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Ability to sit at a computer for long periods of time in office environment well lit.
- Ability to lift up to 20 pounds.
- Position is located in office. Must be able to work in the office during scheduled work hours.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
- You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
