Service Advisor

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Philadelphia.

Our client, an award winning wealth management practice is seeking a Service Advisor to manage existing client relationships. The right candidate will have a passion for financial planning and experience in working with a wealth management clientele.

Potential Key Responsibilities (but not limited to):

• After a transfer of trust process, the Service Advisor will directly manage a segment of client relationships for the firm by preparing and hosting client review meetings.
• The role will be responsible for updating our client’s financial plans to remain relevant to their goals and current market/economic environment.
• Communicate the firm value proposition and differentiated value to existing clients to drive retention of high value relationships.

· Identify new planning opportunities within conversation with existing clients.

· Collaborate with other team members to build comprehensive financial plans for new clients in addition to updating plans for existing clients. This will involve bringing your own planning philosophy to bear to make sure the recommendations are getting the client closer to their goals. Plans may address:

· Investments

· Retirement Planning

· Retirement Income Distribution Planning

· Estate Planning Concepts

· Life insurance, Disability and Long Term Care insurance analysis

· Asset/Liability management and cash flow scenarios

· Tax implications

· Education Funding

· Major Purchase Planning

· Saving Strategies

· Business Planning

• Potentially get referred to 2nd generation clients or other prospective clients.

• Ensure all client data is entered and tracked appropriately in CRM.

• Craft thoughtful and clear email summaries and recaps to clients post-meeting.

Qualifications:

• Bachelor’s Degree
• Preferred to have series 7, 66 and insurance licenses
• Client facing financial advising experience
• Operates with a caring and collaborative attitude
• Ability to be in office/on-site 4 days per week.

Salary: $80,000 - $120,000