What are the responsibilities and job description for the Financial Advisor (Established Client Base) position at The Search, LLC?
The Search is partnering with an independent financial planning firm in Melbourne to hire a Senior Servicing Advisor. This is a client-focused advisor role serving an established book of existing clients.
The firm is a collaborative team that trusts its people to own their roles and puts clients first in every conversation.
What this person does:
- Serves as a primary point of contact for existing client households
- Runs regular client reviews and handles client escalations
- Guides clients through 401(k) and IRA rollovers and account transitions
- Reviews financial plans, including retirement, investment, tax, and estate strategies
- Partners closely with the advisory team so clients hear one consistent message
- Coordinates with operations and custodians to execute client requests
What we're looking for:
- 3 years of experience in an advisor or client-facing planning role
- Series 66 and Florida 2-15 (Life, Health, and Annuities) licenses
- CFP preferred, or progress toward it
- Experience with annuities and advisory accounts
- A patient and clear communicator
- Someone who enjoys serving existing clients and is excited to grow with a long-term team
What's offered:
- Base salary of $85,000 to $100,000, plus an annual bonus of up to $50,000, for total compensation up to about $150,000
- Medical, dental and vision, a 401(k) match, and paid time off
- A collaborative, in-office team culture with real work-life balance
Salary : $85,000 - $100,000