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Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.
Our client, an award-winning wealth management and planning practice in Westport, is hiring a Service Advisor to continue to deliver first class service to their clients.
The ideal candidate should have at least 2-3 years of experience as a client facing financial advisor and a passion for the planning process. They will be a process-driven, detailed-oriented, highly structured individual who thrives in a feedback centric environment. The candidate should be an effective communicator and value the support of working closely with a senior advisor. The ideal candidate will have or currently be pursuing their CFP© designation.
The primary responsibility of the service advisor is to provide dynamic planning to existing clients, conduct client reviews and collaborate with team members to execute an unmatched client experience.
Responsibilities (but not limited to):
Qualifications:
Must have a desire to:
To succeed at this practice, these qualities are vital:
Lead-Advisor, LLC is a Wealth Management Consulting and Search Firm. We help Fortune 500 firms, independent RIAs and solo-practitioners identify talent for their hiring needs. We help wealth management professionals upgrade their careers and find new opportunities.
For more information or additional career resources, please visit www.lead-advisor.com.
Job Type: Full-time
Pay: $120,000.00 - $175,000.00 per year
Benefits:
Day range:
Shift:
Work Location: In person
Full Time
$144k-209k (estimate)
05/23/2024
09/18/2024
The job skills required for Service Advisor include Planning, Analysis, Team Operations, etc. Having related job skills and expertise will give you an advantage when applying to be a Service Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Service Advisor. Select any job title you are interested in and start to search job requirements.