Service Advisor

Position: Service Advisor

Firm: Heckman Financial & Insurance Services

Location: San Jose, CA

Overview:

Do you have a passion for financial services and helping people feel confident in achieving their financial goals? Heckman Financial & Insurance Services in San Jose, CA is seeking an experienced Service Advisor. In this role you’ll deliver high-quality service with excellence, care, and prompt follow-through—living out our core values in every interaction. This role requires frequent and proactive communication with clients, leading to consistent and impactful client experiences. If you’re ready to make an impact and grow professionally, we want to meet you!

What you’ll do:

• Collect and organize client documents for the creation of specialized financial reports
• Upload client documents to various proprietary programs and software for analysis
• Download and edit reports, ensuring they are delivered to the advisor prior to deadlines
• Conduct regular reviews of client accounts to identify and implement any necessary changes in line with their financial plans
• Regularly provide accurate and timely updates on client accounts
• Proactively contact clients to share account updates and address any questions or concerns
• Submit cash raise requests and process trades as instructed by the advisor or per client requests
• Review high cash balances in client accounts and reinvest funds according to the client's financial plan and objectives
• Call assigned leads (as provided by the firm) and existing clients to discuss services, provide updates, and identify potential opportunities

What We’re Looking For:

• Bachelor’s degree highly preferred, Associate’s degree considered
• 3 years’ experience in the financial industry
• CA Insurance License required within 60 days
• Demonstrates strong proficiency and confidence working across various platforms and operating systems; Microsoft Office Suite and Salesforce
• Advanced Excel skills, with a strong understanding of formulas and data analysis techniques
• Demonstrated ability to proactively contact and engage clients by phone and follow-up
• Working knowledge of Adobe software for document creation and editing
• Knowledge of key financial terms and the ability to apply them in daily tasks and client communications
• Demonstrated ability in building and editing financial reports
• Understanding of Fixed Indexed Annuities and their role in financial planning and client portfolios
• Collaborative, proactive team player willing to assist others
• Exhibits meticulous attention to detail and a commitment to accuracy

Bonus Points:

• Series 65 License preferred, will accept Series 7 or 63
• Experience with Schwab or Fidelity platform

What You’ll Get:

Pay & Perks:

• $75k - $90k/year bonus potential
• Health insurance
• Dental insurance
• Vision insurance
• Generous PTO
• 401(k) with 4% matching
• Employee assistance program
• Long term disability
• Life insurance
• $50 cell phone reimbursement
• Onsite gym
• Monthly paid onsite parking!
• Mentorship and professional development available to support your growth

Schedule:

• In office: Monday – Friday, 8am - 5pm
• 2 Saturday’s per year required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com