Service Advisor

2 weeks ago


Rio Rancho, New Mexico, United States E.A. Buck Financial Services Full time
Service Advisor Role

We are seeking a highly skilled and detail-oriented Service Advisor to join our team at E.A. Buck Financial Services in Rio Rancho, NM. As a Service Advisor, you will play a critical role in assisting our financial advisors with various industry-specific tasks, ensuring the office runs efficiently.

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, participating in daily check-in meetings, HIVE meetings, and WIG meetings, and maintaining accurate client and business information in our CRM.
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).

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and detail-oriented individual with a passion for financial services, please apply today.


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