Service Advisor

3 weeks ago

Chicago, United States Private Vista LLC Full time

Job Title: Service Advisor

Location: Chicago/Oak Brook

About Us: Join our growing financial planning practice, where we are dedicated to providing high-quality service and personalized financial solutions to our clients. We are seeking a passionate and experienced Service Advisor to join our team and help us continue to grow and excel.

Key Responsibilities:

  • Client Management: Oversee a fully loaded client responsibility list, ensuring regular touch points and reviews for comprehensive financial planning and investment management.
  • Technical Skills: Analyze data, design financial plans, and present them effectively to a certain level client base. Stay current with tax laws and serve as a resource for the team. Participate in best practice events to enhance your knowledge and skills.
  • Business Development: Develop referrals from your existing clients to expand our client base.
  • Client Segmentation: Manage a book of clients, providing tailored financial advice and solutions.

Qualifications:

  • Proven experience in financial planning and investment management.
  • Strong analytical and presentation skills.
  • Up-to-date knowledge of tax laws and financial regulations.
  • Ability to develop and maintain client relationships.
  • Minimum of 7 years of industry experience
  • Must hold a Certified Financial Planner (CFP) certification

Intangibles:

  • Passion for the financial planning business and a genuine interest in helping clients achieve their goals.
  • High ethical standards and integrity in all business dealings.
  • Commitment to excellence and continuous improvement.
  • Entrepreneurial spirit, demonstrated through personal investment in your professional growth and the future of the practice.

Why Join Us:

  • Collaborative and supportive work environment.
  • Competitive compensation and benefits package.

If you are a dedicated and driven financial professional looking to make a significant impact, we would love to hear from you. Apply today to join our team and help us shape the future of financial planning.

How to Apply: Please send your resume and a cover letter to Maria Cutrone at mcutrone@myprivatevista.com.


An Equal Opportunity Employer: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.


You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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