Service Advisor

2 weeks ago

Denver, United States Advisor Employee Services Full time
Service Advisor

Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Denver, CO is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources, and freedom to build a great future, please contact us today

The Service Advisor is responsible for three areas of focus which include 1) managing a personal client base as a private wealth manager providing an EPIC planning experience with the use of all three areas of EPIC products which include the BFS models and approved FIA and Life products via EPIC planning which is supported by numerous software programs and planning tools while maintaining a focus on reaching annual sales goals; 2) processing new business applications for this base of clients and for up to 4 financial advisers and; 3) acting as a client coordinator for your personal client base and the financial advisers assigned to you.

Minimum Requirements:
  • Bachelor's degree preferred
  • Previous client interaction in an office environment
  • 5+ years of Financial Industry Experience Preferred
  • CFP Preferred
  • Life & Health paired with either a Series 65 or Series 7 & 66 combination
This position requires that you possess the following skills:
  • Analytical
  • Self-Motivated
  • Self-Directed
  • Strong Interpersonal Communication Skills
  • Highly Organizational
  • Advanced Computer Skills
Responsibilities

Private Wealth Manager:
  • Licenses - Maintain in good standing all required licenses to act as a PWM at E.A. Buck.
  • Rules - Abide by all required rules/regs of the contracted carrier, RIA, and B/D and regulators.
  • E&O - Maintain active E&O insurance.
  • Fiduciary - Act as a fiduciary for all fee-based clients.
  • Attendance - Attend and participate in all scheduled meetings as requested by management, maintain appointment availability as agreed upon for your office/region. Attend Workshops in your market.
  • EPIC Planning - Learn and stay abreast of best practices pertaining to EPIC Planning.
  • EPIC Products - Learn and stay abreast of all products and investments that are core to the EPIC process.
  • Communication - Aim to return all client emails and calls and internal communication within 2 hours or by EOD.
  • Tools - Master and use Nitrogen, Retirement Analyzer, Salesforce, and other software as needed to provide an Epic client planning experience.
  • Tax - Learn to use the EAB tax projection effectively and efficiently for Discovery and review meetings.
  • Client Meetings - Thoroughly prepare for all client meetings in advance and provide and EPIC planning experience.
  • Documentation - Document all client communication in SF which includes detailed meeting notes, phone calls, and emails within the same day of the communication.
  • Goals - Set annual, quarterly, and monthly sales goals and maintain focus on reaching your goals.
  • Service - WOW the clients, they should feel fortunate to have you and EAB as their planner and planning firm.
  • Education - Read/listen to at least 4 financial, educational, motivational books annually. Attend co-adviser client meetings regularly.
New Business Processor:
  • Check and collect incoming requests from the in-tray and the new business tray.
  • Review Life, Annuity & Security new business applications and servicing requests which include supporting documentation for completeness.
  • Enter and update new business information into the internal tracking system.
  • Application preparation and new business processing for your assigned advisors.
  • Scan & upload documents into client files in Citrix.
  • Assist Advisors with application preparation and new business processing.
  • Submit documents in their entirety to the Broker/Dealer for review and approval.
  • Submit vendor documents to the vendor for review and approval.
  • Ensure all Broker/Dealer and vendor outstanding requirements are satisfied.
  • Confirm source of funds are received.
  • Process urgent client servicing items, ex. Withdrawal requests, rebalancing/ reallocation instructions, account closure, etc.
  • Salesforce tracking daily on pending new business.
  • All new business applications accompanied by a check must be processed within 24 hours, check must be placed in the safe.
Client Coordinator:
  • Participate in daily check-in meetings, HIVE meetings, and WIG meetings.
  • Aim to return all client calls and e-mails within 2 hours.
  • Enter and update client and business information into our CRM.
  • Prepare client review summaries ("recaps") for upcoming meetings and transfer to Advisor two weeks before their scheduled appointment. Recaps to be prepped based on Advisor planning level (Basic vs Full)
  • Check in with Advisors daily
  • Call unbooked clients, with a minimum target of 80% of clients tied to a booked appointment.
  • Call unbooked members, with a minimum target of 75% of members with their next appointment booked.
  • Call unbooked DISCOs, with a minimum target of 70% of DISCOs with their next appointment booked.
  • Assist Advisors with account servicing forms.
  • Record notes from every Registered Representatives and client conversation in Salesforce.
Act as back up to other administrative staff during lunch hour, vacation, sick days and transition periods.

Salary:
  • $70K-$80K
  • Monthly commission (uncapped)
Benefits:
  • 401k with automatic 3% contribution from company
  • Pre-paid insurance (health, vision, dental, pharmaceutical)
  • Paid holidays
  • PTO
Hours:
  • Monday-Friday, 8am-5pm (in-office)


Presented by Advisor Employee Services Thank you for your interest in the Service Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today

  • Service Advisor

    2 weeks ago

    Denver, Colorado, United States E.A. Buck Financial Services Full time

    Service Advisor Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Denver, CO is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our...

  • Service Advisor

    2 weeks ago

    Denver, Colorado, United States E.A. Buck Financial Services Full time

    Service AdvisorDo you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Denver, CO is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our...

  • Service Advisor

    3 weeks ago

    Denver, United States EA Buck Financial Services Full time

    Service Advisor Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Denver, CO is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our...

  • Service Advisor

    5 hours ago

    Denver, Colorado, United States E.A. Buck Financial Services Full time

    Service AdvisorDo you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Denver, CO is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our...

  • Service Advisor

    3 weeks ago

    Denver, United States E.A. Buck Financial Services Full time

    Service AdvisorDo you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Denver, CO is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our...

  • Service Advisor

    3 weeks ago

    Denver, United States O'Meara Ford Full time

    Job Summary: We are looking for a Service Writer to join our team! The right candidate will have automotive service advisor experience and a valid driver's license. The day-to-day duties of this role include meeting with customers and determining their needs, providing excellent customer service, and overseeing quality control. Pay Range: $40,000 - $150,000+...

  • Service Advisor

    3 days ago

    Denver, Colorado, United States Asbury Automotive Full time

    About Asbury Mike Shaw is part of Asbury Automotive Group (NYSE: ABG) is a Fortune 500 company and one of the largest franchised automotive retailers in the United States. We are redefining the traditional dealership model through innovative technologies such as Clicklane and through our commitment to our team members, guests, and partners. Our culture which...

  • Service Advisor

    4 days ago

    Denver, Colorado, United States Foundation Automotive Corp Full time

    FOUNDATION AUTOMOTIVE is seeking an experienced Service Advisor to join our team at Foundation KIA. As a service advisor, you will be responsible for interacting with customers to evaluate vehicle service needs, to offer additional needed services, and to write up the repair order. The Service Advisors position is responsible for a high level of customer...

  • Automotive Service Advisor

    6 days ago

    Denver, Colorado, United States Pep Boys Full time

    Job SummaryWe are seeking a highly skilled Automotive Customer Service Advisor to join our team. As a key member of our sales and service department, you will be responsible for providing exceptional customer service and ensuring that our customers have an outstanding experience.

  • Service Advisor Specialist

    6 days ago

    Denver, Colorado, United States Big O Tires Full time

    Salary: $60,000 - $100,000 per yearJob DescriptionWe are seeking a highly skilled Service Advisor to join our team. As a key member of our staff, you will be responsible for providing exceptional customer service, advising customers on their vehicle's tire and automotive service needs, and maximizing sales.

  • Financial Services Advisor

    7 days ago

    Denver, Colorado, United States BOK Financial Full time

    At BOK Financial, we're committed to empowering our employees to succeed in their careers and make a positive impact on our clients' lives. As a Private Wealth Advisor, you'll have the opportunity to develop and expand relationships with high net worth individuals, families, and businesses, providing them with expert guidance and tailored solutions to...

  • Career Services Advisor

    4 days ago

    Denver, Colorado, United States Denver College of Nursing Full time

    Job SummaryA career services advisor is needed to coordinate and assist in job search and placement for graduates and students at Denver College of Nursing. This role involves maintaining confidential and detailed client and referral records, delivering presentations, workshops, and seminars as appropriate, and evaluating and resolving student inquiries,...

  • Service Advisor

    22 hours ago

    Denver, Colorado, United States Asbury Automotive Full time

    About Asbury Larry H Miller Automotive Group is part of Asbury Automotive Group (NYSE: ABG) is a Fortune 500 company and one of the largest franchised automotive retailers in the United States. We are redefining the traditional dealership model through innovative technologies such as Clicklane and through our commitment to our team members, guests, and...

  • Financial Advisor

    7 days ago

    Denver, Colorado, United States Saige Partners Full time

    Job Description We strive to be Your Future, Your Solution to accelerate your career Contact Jordan Milton at jmilton@saigepartners.com or 319-531-7560 to learn more about this opportunity Financial Advisor (Denver) Job Overview: Our Iowa City client, is seeking to add a NEW Financial Advisor (Denver) to their team. The Financial Advisor is responsible for...

  • Financial Advisor

    4 days ago

    Denver, Colorado, United States Saige Partners Full time

    Job Description We strive to be Your Future, Your Solution to accelerate your career Contact Jordan Milton at jmilton@saigepartners.com or 319-531-7560 to learn more about this opportunity Financial Advisor (Denver) Job Overview: Our Iowa City client, is seeking to add a NEW Financial Advisor (Denver) to their team. The Financial Advisor is responsible for...

  • Financial Advisor

    2 weeks ago

    Denver, Colorado, United States Blue Signal Search Full time

    Experienced Financial Advisor – Growth-Focused Wealth Management FirmLocations: Greater Denver, CO | Greater Seattle, WA | Hawaii | Coastal Carolina | New MexicoFull-Time | In-PersonAre you a seasoned finance expert seeking a dynamic partnership to propel your professional success? Do you have a solid book of business but feel limited by your current...

  • Financial Advisor

    7 days ago

    Denver, Colorado, United States LPL Financial Holdings, Inc. Full time

    Financial Advisor - MidwestOne Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at MidwestOne Bank in Denver, CO would allow you to join the Investment Program at MidwestOne Bank as a Financial Advisor associated with LPL...

  • Lead Financial Advisor

    1 week ago

    Denver, Colorado, United States E.A. Buck Financial Services Full time

    Lead Financial AdvisorAre you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you E.A Buck...

  • Benefits Advisor

    1 day ago

    Denver, Colorado, United States WTW Full time

    Key ResponsibilitiesAs a Benefits Advisor, you will be responsible for guiding clients through the complexities of our health plans. Your primary objective will be to provide expert advice and support to help clients make informed decisions about their benefits.You will handle calls and inquiries from clients, develop a deep understanding of various health...

  • Lead Financial Advisor

    1 week ago

    Denver, Colorado, United States E.A. Buck Financial Services Full time

    Lead Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you E.A...