Service Advisor

4 days ago


Reston, Virginia, United States E.A. Buck Financial Services Full time
Service Advisor

Are you a customer service expert with a passion for delivering exceptional experiences? E.A. Buck Financial Services is seeking a highly skilled Service Advisor to join our team in Leland, NC. As a Service Advisor, you will play a critical role in ensuring the smooth operation of our office, providing top-notch support to our clients and financial advisors.

Key Responsibilities:
  • Manage a personal client base as a private wealth manager, providing an EPIC planning experience using EPIC products and software.
  • Process new business applications for clients and financial advisors, ensuring timely and accurate completion.
  • Act as a client coordinator, providing exceptional support to clients and financial advisors, and ensuring seamless communication.
Requirements:
  • Bachelor's degree preferred.
  • Previous client interaction experience 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.
Benefits:
  • $70K-$80K salary range.
  • Monthly commission (uncapped).
  • 401k with automatic 3% contribution from company.
  • Pre-paid insurance (health, vision, dental, pharmaceutical).
  • Paid holidays.
  • PTO.
Work Environment:
  • Monday-Friday, 8am-5pm (in-office).

E.A. Buck Financial Services is a leading financial services company dedicated to providing exceptional service to our clients. We are committed to building a team of talented professionals who share our passion for delivering outstanding results. If you are a motivated and customer-focused individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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