Client Service Advisor

• St. Louis, MO |
• $75K-$90K base
• 20% bonus ($90-$108K total comp) |
• Full-time
  
  

About Us

The Chamberlin Group is a financial planning and tax services firm serving clients

nationwide since 2002. With a people-first culture built on integrity, gratitude, and community, we focus on helping clients succeed — and helping our team grow their careers!

Why You’ll Love This Role

✅ Service-focused — no sales quotas

✅ Base salary $75,000- $90,000 performance bonus

✅ Medical, Dental, Vision, 15 Days Vacation, 10 Days Sick Leave, and 16 paid holidays

✅ 401(k) with 3% company contribution (after 1 year)

✅ Supportive, close-knit team with growth opportunities

What You’ll Do

 Serve as the primary contact for clients, guiding them through onboarding, reviews, and

ongoing support

 Manage client communications, paperwork, and account transactions

 Collaborate with advisors to ensure financial plans are executed with care

 Maintain accurate records in HubSpot, Right Capital, Schwab, and Fidelity

 Conduct client review meetings. Opportunity to close new business with existing clients

What We’re Looking For

 4 years in financial services

 College degree preferred

 Series 65, Life & Health Insurance licenses required

 Strong communication, organization, and client service skills

 Tech-savvy; HubSpot & Right Capital experience a plus

Ready to Apply?

If you’re passionate about client service (not sales quotas!) and want to join a supportive, growth-minded team — we’d love to meet you. Apply today!

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