Service Advisor

2 weeks ago


Chicago, United States Catalyst Planning Partners Full time

**OVERVIEW**

**REQUIREMENTS**
- Bachelor’s degree
- 2-5 years of relevant professional working experience
- Life and Health Insurance License (or licensure within 6 weeks of hiring)
- Series 6 or 7 (required)
- CFP (preferred but not required)
- Non-solicitation agreement
- Background and reference check completed prior to hire

**RESPONSIBILITIES**

This role requires both technical aptitude and relationship skills. The service advisor must be comfortable working directly with clients and must work well in a team environment. They will be expected to deepen client relationships through timely follow ups and thoughtful touchpoints such that the client is willing to rely on the Service Advisor for guidance with their planning.

Service Advisors may choose to build a career within this role, however there is a structured pathway available for those wishing to advance their career toward becoming a Private Wealth Advisor with business development capabilities. The evolution of this role provides for a pathway to becoming a partner in the firm. Career coaching and support will be provided, including education expenses to obtain a Series 7 and CFP designation.

**ABOUT CATALYST PLANNING PARTNERS**

Catalyst was established in 2017. Collectively, our founders have over 35 years of experience. Catalyst Planning Partners is a boutique financial planning practice affiliated with the Northwestern Mutual Private Client Group. Catalyst oversees approximately $500M in assets under management with 300 households and a personal insurance practice. Catalyst is currently comprised of 9 team members, including 3 Private Wealth Advisors.

Pay: $50,000.00 - $80,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Parental leave
- Vision insurance

Day range:

- Monday to Friday
- No weekends

Shift:

- 8 hour shift

Ability to Relocate:

- Chicago, IL 60606: Relocate before starting work (required)

Work Location: In person



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