Service Advisor

1 month ago


Birmingham, Alabama, United States TalentLink Solutions Full time
Job Title: Service Advisor

We are seeking a highly skilled and experienced Service Advisor to join our team at TalentLink Solutions. As a Service Advisor, you will play a critical role in supporting our clients' financial planning and advisory needs.

Key Responsibilities:
  • Engage with clients to understand their financial objectives and concerns, and provide exceptional service to manage client relationships and ensure retention.
  • Act as a first point of contact for clients, overseeing the onboarding process and delivering the annual service calendar, while supporting the Lead Advisor in managing complex client cases.
  • Develop and maintain strong relationships with clients through ongoing education, excellent service, and ensuring an exceptional client experience.
  • Participate in the discovery process with prospective clients, with the goal of leading the discovery process over time.
  • Prepare agendas for client meetings and ensure timely completion of post-meeting action items.
  • Conduct financial planning analyses and wealth management activities, ensuring client assets are invested in alignment with their risk tolerance and goals.
  • Collaborate with the support team to deliver prompt and thorough client service.
  • Work with clients' other professionals, such as attorneys and CPAs, to provide holistic financial solutions.
  • Identify opportunities to expand existing client relationships by ensuring they are taking full advantage of our various services, and proactively seek referrals from clients to generate new business.
  • Produce quarterly content for external use.
  • Maintain accurate records of client interactions and information in the CRM system.
  • Represent the firm in a positive and professional manner.
Qualifications:
  • Bachelor's degree, preferably in finance, financial planning, or a related field.
  • Series 65 and CFP required; pursuit of advanced degree or additional designations preferred.
  • 5+ years' experience managing client relationships in financial planning or investment management.
  • Experience working with various custodial platforms (Schwab, Fidelity, etc.).
  • Proficient in Excel, PowerPoint, Outlook, and Salesforce (or similar CRM system).
  • Familiarity with financial planning (eMoney) and financial reporting (Black Diamond) systems.
  • A genuine interest in serving and caring for clients.
  • Subject matter expert in financial planning and complex client cases.
  • Excellent verbal, written, presentation, listening, and interpersonal communication skills.
  • Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems.
Compensation:
  • We leverage industry data from multiple resources to determine compensation ranges. The base compensation range for this role is $90K-$125K and will be entirely based on experience and credentials.
  • Bonus plan.
  • Health, Dental, and Vision insurance, employer pays a portion of premiums.
  • $100K Life insurance, employer-paid.
  • Short-term and Long-term Disability, employer paid.
  • 401k with 4% safe harbor matching contribution.
  • $100 monthly stipend towards cell phone.
  • Flexible Spending Account.
  • Reimbursement of relevant and approved professional dues and memberships, study materials, and exam fees.
  • Support in approved volunteer work, through reimbursement of any dues and/or time off to participate in events.


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