What are the responsibilities and job description for the Registered Client Service Associate position at W3Global?
About The Job
Client Service Associate (a.k.a Service Advisor)
We are seeking an experienced, on-site Client Service Associate (Service Advisor) to join our client-facing team in Knoxville. This is a relationship and execution role. You'll work alongside a team of 16 CFPs in a fully integrated model - investments, planning, tax, insurance, and estate planning all under one roof - serving clients who have trusted us with the most important financial decisions of their lives.
Because this is an in-office position, candidates must either live in the Knoxville area or be willing to relocate. A relocation stipend is available.
Benefits
We are committed to core values and delivering a high standard of service to clients.
Client Service Associate (a.k.a Service Advisor)
We are seeking an experienced, on-site Client Service Associate (Service Advisor) to join our client-facing team in Knoxville. This is a relationship and execution role. You'll work alongside a team of 16 CFPs in a fully integrated model - investments, planning, tax, insurance, and estate planning all under one roof - serving clients who have trusted us with the most important financial decisions of their lives.
Because this is an in-office position, candidates must either live in the Knoxville area or be willing to relocate. A relocation stipend is available.
Benefits
- Unlimited PTO with bonus targets
- 401(k) with 6% match and ROTH option
- Competitive health insurance benefits
- Life/AD&D Insurance: $50,000 after one year
- Long-term disability
- Professional development, training, and growth opportunities
- Supportive, team-oriented work environment
- Relocation stipend if needed
- Serve as a point of contact for an assigned book of client households
- Pro-actively communicate with clients to maintain relationships and provide the highest level of service
- Support a lead advisor with client and prospect meetings on topics such as financial planning updates, life-events and transitions, and investment updates
- Coordinate internally across planning, tax, and investment teams to deliver a seamless client experience
- Maintain rigorous documentation and follow-through in Salesforce, the primary CRM
- For those interested, tools and resources will be provided to support preparation for the CFP® examination (not required)
- 5 years of client-facing experience in wealth management or financial planning (required)
- FINRA licensing (required)
- High ownership mentality - you follow through, communicate proactively, and clients notice
- Comfortable operating in a structured, process-oriented environment
- Proficiency with Salesforce or a comparable CRM (preferred)
We are committed to core values and delivering a high standard of service to clients.
- Living Life on Purpose
- Values Driven Planning
- The Pursuit of Better
Salary : $70,000 - $90,000