Client Service & Sales Support Associate - Advisor Development Track

The OpportunityWe are seeking a Client Service & Sales Support Associate to support the lead advisor, assist clients, and learn firm systems and processes. This role begins in a support capacity and is intended for someone interested in building a long-term career in financial services.This is not a remote role, not a call-center position, and not a cold-calling or high-pressure sales job. It does involve professional client conversations, follow-up, and participation in a consultative, needs-based sales process where appropriate solutions are recommended and implemented.All outbound calls are warm calls only — to individuals who have attended events, requested information, or already have a relationship with the firm.Primary Responsibilities Client & Sales SupportMake outbound warm follow-up calls to prospects and clients who have attended events, requested information, or are existing clientsSchedule and confirm appointmentsSupport the lead advisor with follow-up conversations related to planning recommendations and next stepsParticipate in a consultative sales process focused on identifying client needs and implementing appropriate solutionsAssist with marketing content coordination and the preparation and distribution of prospect and client correspondence via email and regular mail.Client Service & OperationsHandle routine client service requests accurately and professionallyCoordinate paperwork, documentation, and internal follow-throughMaintain organized and up-to-date client recordsFollow documented workflows and proceduresAssist with new application processingSystems & LearningLearn and use firm systems (CRM, workflow tools, scheduling platforms)Shadow client meetings and internal processesLearn the firm’s retirement planning philosophy and service modelEvents & RepresentationParticipate in educational workshops and client eventsAssist with preparation and follow-up for all eventsBe comfortable speaking with clients and small groups in a professional settingWork Schedule & LocationIn-office role based in Kenosha, WisconsinRemote work is not available at this time for this positionCandidates should live locally or be willing to relocate nearbyOccasional evening hours required for eventsIdeal CandidateStrong communicator with a calm, professional phone presenceOrganized, reliable, and detail-orientedComfortable following processes and learning systemsCoachable and open to feedbackComfortable participating in client conversations that involve recommendations and implementation of planning solutionsEnjoys working with people and supporting a teamInterested in a long-term career in financial servicesRelevant work experience and transferable skills are valuedCollege degree helpful but not required - positive attitude and willingness to learn are critical.Strong command of the English language, with the ability to write clearly and professionally using proper grammar, punctuation, and spelling.Licensing & Professional DevelopmentThis role is designed for someone interested in building a long-term career in financial services.Candidates must be willing to study for and obtain a Wisconsin Life and Health insurance license and the Series 65 within an agreed-upon timeframeLicensing typically occurs after an initial training and evaluation period If you already have the above licenses or one or the other that is a huge plusGuidance, mentorship, and exam resources may be providedAdvancement and compensation growth are tied to licensing progress and performanceCompensation & Growth Path Phase 1 — Unlicensed (Training & Support Role)Starting at $15/hourPay increases with demonstrated competency and responsibilityTarget range $17–$20/hour as skills and independence grow but ideally will move rapidly into Phase 2Phase 2 — Licensed Junior Advisor (Licensing Required for Role Advancement)Transition to base salary commission participationLicensing support and mentorship availableCompensation grows as responsibility and contribution increaseGrowth is based on performance, alignment, and mutual interest.What Success Looks LikeClients feel supported, informed, and cared forThe lead advisor is freed to focus on business growth, expansion, and strategic leadership.Systems and processes are followed consistentlyThe associate grows in confidence, skill, and responsibilityHow to ApplyPlease apply through the job posting and complete the following step:After applying, send a short email to support@retirement-advocates.com with the subject line:Client Service Associate – KenoshaIn the body of the email, please answer:Why does this role interest you?Where do you currently live, and what would your daily commute look like?Briefly describe your work style.Applications that do not complete this step will not be considered.Company DescriptionWe are a values-driven retirement planning firm serving individuals and families through education, integrity, and long-term relationships. Our work emphasizes stewardship, service, and thoughtful planning. We are building a structured, high-touch client service model and are looking for someone who enjoys helping implement and improve processes.This role works closely with the lead advisor and offers a defined growth path for those who demonstrate strong performance, alignment, and commitment to professional licensing.

Salary : $15 - $20