Client Servicing Advisor

Client Servicing Advisor – Retirement Wealth Advisory Firm

Location: Warwick, Rhode Island

Work Environment: On-site, Full-time

Role Summary

We’re hiring a Client Servicing Advisor on behalf of our client—a growing retirement-focused wealth advisory firm based in Rhode Island.

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This role is a strong fit for a licensed professional who enjoys supporting advisors, delivering a high-touch client experience, and helping a fast-growing office operate at a high level. The Client Servicing Advisor will work closely with lead advisors to manage follow-through, service needs, account activity, and meeting preparation while helping create a seamless experience for clients and internal partners. This is an excellent opportunity for someone who thrives in a polished, team-oriented office and wants long-term growth potential within a respected advisory business.

Core Responsibilities

• Partner closely with lead advisors to support ongoing client servicing needs

• Prepare advisors for upcoming meetings and client interactions

• Process service-related requests including distributions, cash raises, and placing trades

• Assist with paperwork completion and follow-through

• Support account maintenance and client service workflows

• Coordinate across internal teams to ensure timely execution and communication

• Participate in client-facing support activities as needed

• Attend client events and represent the firm with professionalism

• Help improve the efficiency of advisor support workflows

• Contribute to a highly collaborative office where team members step in as needed

Candidate Profile

• Active Series 65 or Series 66 required

• Rhode Island Life and Health license required

• Experience in wealth management, retirement planning, or financial advisory support preferred

• Strong client service mindset and attention to detail

• Professional presence and polished communication style

• Team-oriented approach with a willingness to help wherever needed

• Reliable, accountable, and comfortable in a fully on-site environment

• Interested in long-term career growth within an advisory firm

Compensation and Benefits

• Base salary of $75,000

• 100% employer-paid medical, dental, and vision coverage for employee

• 401(k) with employer match

• Profit-sharing plan

• 4 weeks of vacation plus 3 personal days

• Approximately 13 holidays

• Summer Fridays and shortened Friday schedule

• Annual incentive trip eligibility

• Free dry cleaning for work attire

• $500 annual clothing allowance with local stylist (paid out one time)

(Health Benefits are available 1st of the month following date of hire, all other benefits require a 90 day waiting period)

Work Environment and Culture

This is a full-time, fully on-site role based in Warwick, Rhode Island. Our client values professionalism, teamwork, accountability, and exceptional service. The office is collaborative, high-touch, and deeply focused on client experience. Team members are expected to support one another, contribute beyond rigid job lines, and help maintain a polished, welcoming environment for clients and colleagues alike.