Service Advisor
2 weeks ago
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.
- 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.
- $70K-$80K salary range.
- Monthly commission (uncapped).
- 401k with automatic 3% contribution from company.
- Pre-paid insurance (health, vision, dental, pharmaceutical).
- Paid holidays.
- PTO.
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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