What are the responsibilities and job description for the Service Advisor position at Imber Wealth Advisors, Inc.?
Position: Service Advisor
Firm: Imber Wealth Advisors
Location: Ann Arbor, MI
Do you excel at building long-term relationships, thoughtful planning, and serving as a dependable guide for clients? Are you proactive, detail-oriented, and committed to doing what’s right for the families you serve? If you are passionate about providing lasting advice with heart and excellence, we want to meet you.
Imber Wealth Advisors seeks a Service Advisor to support and strengthen relationships with our established client families. You’ll provide ongoing financial guidance, proactive outreach, and exceptional service, ensuring clients feel supported and confident in their retirement plans.
Our mission is to help people make great decisions for an amazing retirement. As a Service Advisor, you play a key role in delivering on that promise with consistency, preparation, and genuine care.
What You’ll Do
As our Service Advisor, you’ll be the main point of contact for assigned clients, managing all aspects of ongoing service and advice with a relational, analytical, and accountable approach.
Client Relationships & Retention
- Serve as the primary point of contact and advisor for assigned client families
- Build, maintain, and deepen long-term client relationships
- Delivering ongoing advice and guidance aligned with Imber’s investment philosophy
Client Reviews & Meeting Ownership
- Prepare and conduct client review meetings focused on current retirement plan in place
- Ensure review emails are sent by Monday prior to scheduled review meetings
- Complete all meeting preparation by Friday before each appointment
- Gather account values, review portfolios, and prepare review summaries in advance
- Review plans and recommendations prior to client meetings with lead advisor
- If applicable, discuss changes with lead advisor before implementation
Financial Planning, Analysis & Advice
- Compile and analyze client data to support financial plans and recommendations
- Perform portfolio analysis and ongoing monitoring
- Develop and present customized recommendations aligned with client goals
- Identify opportunities for improved service, risk management, or planning strategies
- Answer client questions related to accounts, portfolios, and planning decisions
Documentation & CRM Excellence
- Dictate and enter meeting notes into the CRM within 24–48 hours of client appointments
- Maintain accurate, compliant, and up-to-date client records
- Ensure documentation supports continuity, service quality, and regulatory standards
Proactive Client Outreach
- Conduct weekly outreach calls to assigned clients
- Maintain proactive, consistent communication outside of scheduled review meetings
- Identify opportunities to strengthen relationships and anticipate client needs
Team Collaboration & Professional Growth
- Participate in weekly team meetings and ongoing advisor training
- Maintain required licenses and complete continuing education
- Identify opportunities for personal and professional development
- Contribute insights on client trends, needs, and service opportunities
What We’re Looking For
We’re looking for a relationship-first advisor who values preparation, consistency, and trust.
- 3-5 years in financial planning, investments, and portfolio management required
- Series 65 required
- Michigan Life and Health preferred or willing to obtain within 90 days
- Confident, warm, relationship-driven, and client focused
- Highly organized, detail-oriented with strong follow-through
- Proactive, thoughtful, and committed to continuous improvement
What You’ll Get:
Pay & Perks:
- $80,000 - $90,000 bonus opportunities
- Health Insurance – 50% paid by firm
- Access to optional ancillary benefits: Dental, Vision, etc.
- 401(k) with a 5% company match after 3 months
- PTO and flex time
- Friday – lunch provided for team building and connection
- Professional development opportunities
Hours:
- In office: Monday – Thursday, 8:45am – 5:00pm / Friday 8:45am-3:00pm
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
Salary : $80,000 - $90,000