Overview

The Service Advisor is responsible for serving clients of the firm, with the ability to independently manage client relationships. In some cases, they will also collaborate with a Lead Advisor on specific client relationships. Service Advisor responsibilities are broad, encompassing financial plan preparation and delivery, investment analysis and recommendations, as well as wealth management analysis. As part of the team, Service Advisors will be assigned clients by the firm, as Lead Advisors focus on acquiring new business.

Key Responsibilities:

Client Relationship Management: Independently manage a portfolio of clients, ensuring their needs are met with exceptional service and tailored financial solutions.
Financial Plan Development: Draft, implement, and deliver comprehensive financial plans, ensuring they align with client goals, risk profiles, and timelines.
Client Meetings: Lead or assist in client meetings, providing valuable insights and recommendations to support clients’ financial well-being.
Portfolio Management: Manage and review client portfolios, adjusting based on evolving goals, market conditions, and financial plans.
Client Service: Act as the primary point of contact for client inquiries, addressing questions and service requests in a timely and professional manner.

Growth Opportunities:

Business Development: Build your own client base through networking, referrals, and cultivating relationships with centers of influence.
Marketing Support: Assist Lead Advisors in their marketing and business development efforts, contributing to the firm’s overall growth.
Client Referrals: Strengthen the referral stream by delivering outstanding client service, positioning yourself for continued professional success.

Degrees, Designations, & Experience:

Education: Bachelor's Degree in a related field.
Certification: Certified Financial Planner (CFP) designation preferred.
Typical Experience: 1 to 5 years of relevant experience in a similar role, with a focus on financial planning, client service, and portfolio management

Integrated Financial Partners

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Service Advisor