Service Advisor
1 month ago
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.
- 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.
- 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.
-
Automotive Service Advisor
4 weeks ago
Birmingham, Alabama, United States Serra Chevrolet Full timeJob Summary:We are seeking a skilled Service Writer to provide exceptional customer service and ensure seamless vehicle repair experiences. The ideal candidate will possess automotive service advisor experience and a valid driver's license. Key responsibilities include meeting with customers to determine their needs, providing top-notch customer service, and...
-
Student Services Advisor
4 weeks ago
Birmingham, Alabama, United States Herzing University Full timeJob SummaryWe are seeking a highly motivated and experienced Student Services Advisor to join our team at Herzing University. The successful candidate will provide exceptional support to students, faculty, and staff, ensuring a positive and inclusive learning environment.Key ResponsibilitiesAdvise students on academic issues, including program and course...
-
Education Service Advisor
4 weeks ago
Birmingham, Alabama, United States Applied Training Solutions LLC Full timeJob Summary:Applied Training Solutions LLC is seeking an experienced Education Service Advisor to support the delivery of adult education services to military personnel and their families. The successful candidate will promote lifelong learning opportunities through degree programs, tuition assistance, and other education benefits.Key...
-
Financial Services Professional
4 weeks ago
Birmingham, Alabama, United States PNC Financial Services Group, Inc. Full timeJob DescriptionPosition OverviewAt PNC Financial Services Group, Inc., our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and...
-
Automotive Service Technician
1 month ago
Birmingham, Alabama, United States Hendrick Automotive Group Full timeJob Summary: We are seeking a skilled Automotive Service Technician to join our team at Hendrick Subaru (Hoover). The successful candidate will be responsible for performing express lube duties on vehicles, adhering to express lube guidelines, and ensuring that vehicles are clean and free of fluid residue or fingerprints.Key Responsibilities:Perform lube,...
-
Service Technician
1 month ago
Birmingham, Alabama, United States Serra Chevrolet Full timeJob OverviewWe are seeking a skilled Service Technician to join our team at Serra Automotive Group. As a key member of our service team, you will be responsible for performing high-quality repairs and maintenance on vehicles, ensuring customer satisfaction, and contributing to the success of our dealership.Key ResponsibilitiesPerform repairs and maintenance...
-
Automotive Store Manager
1 month ago
Birmingham, Alabama, United States Midas Auto Service - JC Full timeJob OverviewMidas Auto Service - JC is seeking a seasoned Automotive Store Manager to lead our team and drive business growth. As a key member of our management team, you will be responsible for overseeing all aspects of store operations, including customer service, sales, and employee management.Key ResponsibilitiesRecruit, train, and develop a...
-
Project Manager
1 month ago
Birmingham, Alabama, United States PassionHR Inc Full timeJob Title: Client Services Project ManagerJob Summary:We are seeking a highly skilled Client Services Project Manager to join our team at PassionHR Inc. As a Client Services Project Manager, you will be responsible for leading and coordinating projects from inception to completion, working closely with the sales, design, support, and installation teams.Key...
-
Senior Financial Consultant
4 weeks ago
Birmingham, Alabama, United States The Piedmont Group Full timeJob OpportunityWe are seeking a skilled Senior Financial Advisor to join our team at The Piedmont Group. As a leading financial services firm, we offer a dynamic and supportive environment for our professionals to thrive.The ideal candidate will have a strong background in risk management and insurance industry protocols. They will be responsible for...
-
Patient Financial Advisor
4 weeks ago
Birmingham, Alabama, United States Alabama Oncology Full timeJob Summary: We are seeking a skilled Patient Financial Counselor to join our team at Alabama Oncology. The ideal candidate will have excellent communication skills and the ability to work with patients to understand their insurance benefits and financial obligations.Key Responsibilities:Verify patient insurance coverage and eligibilityAssess patient...
-
Academic Physician Position in Family Medicine
4 weeks ago
Birmingham, Alabama, United States Med Career Center, Inc Full timeFamily Medicine Physician OpportunityMed Career Center, Inc is seeking a qualified Family Medicine Physician to join our faculty for our Family Medicine residency program. The successful candidate will provide clinical supervision of residents in inpatient and outpatient settings, serve as an advisor, mentor, and role model, and have opportunities for...
-
Prestige Beauty Expert
4 weeks ago
Birmingham, Alabama, United States Ulta Beauty Full timeAbout the Role:As a Prestige Beauty Advisor at Ulta Beauty, you will be responsible for providing exceptional customer service and promoting our prestige cosmetic lines. Your key responsibilities will include acknowledging and greeting guests, informing them of current promotions and services, and meeting or exceeding individual sales and productivity goals....
-
Beauty Consultant
1 month ago
Birmingham, Alabama, United States Belk Full timeJob Opportunity at BelkWe are seeking a skilled and enthusiastic individual to join our team as a Beauty Advisor at Belk. As a key member of our sales team, you will be responsible for maintaining a clean and organized store environment, ensuring timely setup and execution of promotional events, and providing exceptional customer service.Key...
-
Wealth Management Expert Birmingham
1 month ago
Birmingham, Alabama, United States BMSS Wesson Full timeJob OverviewBMSS Wesson Wealth Solutions is seeking a skilled Wealth Advisor to join our team in Birmingham. As a senior-level team member, you will be responsible for client relationships, leadership in team collaboration, and managing the full scope of each client's financial planning.The ideal candidate will have 5-7 years of experience in financial...
-
Senior Academic Advising Professional
4 weeks ago
Birmingham, Alabama, United States Alabama Community College System Full timeJob SummaryWe are seeking a highly skilled and motivated Senior Academic Advising Professional & Leadership Developer to join our team at the Alabama Community College System. The successful candidate will be responsible for coordinating and supervising the Advising Center, including reviewing current advising procedures, services, and programs, and...
-
Occupational Medicine Specialist
4 weeks ago
Birmingham, Alabama, United States Capstone Recruiting Advisors Full timeOccupational Medicine Physician OpportunityCapstone Recruiting Advisors is seeking a skilled Occupational Medicine Physician to join our team. As an Occupational Medicine Physician, you will be responsible for providing medical services to employees in a hospital setting.Key Responsibilities:Provide medical services to employees, including physical exams,...
-
Audit Leader
1 month ago
Birmingham, Alabama, United States Jobot Full timeUnlock Your Potential as an Audit PartnerJoin a top-tier CPA and advisory firm known for its innovation and commitment to the future. With 20+ U.S. offices as well as an international presence, this firm blends expertise and strategic insight to guide clients through their business challenges.Key ResponsibilitiesProvide technical expertise in audit and...
-
Tax Manager
4 weeks ago
Birmingham, Alabama, United States Kassouf & Co. Full timeAbout the RoleKassouf & Co. is seeking a highly skilled Tax Manager to join our team in Birmingham. As a key member of our tax department, you will be responsible for planning, supervision, review, and completion of client engagements. Your expertise in tax advisory services will help drive client success and growth.Key ResponsibilitiesProvide proactive tax...
-
Family Medicine Physician
1 month ago
Birmingham, Alabama, United States Med Career Center, Inc Full timeFamily Medicine Physician OpportunityWe are seeking a Family Medicine Physician with Obstetrics experience to join our team at Med Career Center, Inc. This is an exciting opportunity to provide clinical supervision of residents in an outpatient setting and serve as an advisor, mentor, and role model. The ideal candidate will have the ability to teach medical...
-
Tax Senior Associate
4 weeks ago
Birmingham, Alabama, United States Forvis Mazars, LLP Full timeAbout the Role:We are seeking a highly skilled Tax Senior Associate to join our team at Forvis Mazars, LLP. As a Tax Senior Associate, you will play a key role in providing tax compliance, tax provision, and tax advisory services to pass-through and C-corporation entities.Key Responsibilities:Provide tax compliance, tax provision, and tax advisory services...