Financial Services Professional
2 weeks ago
We are seeking a highly skilled and motivated Service Advisor to join our team at Strickler Financial Group in Brighton and Livonia, MI. As a Service Advisor, you will play a critical role in the ongoing implementation of our clients' retirement plans and maintaining strong relationships with them.
Key Responsibilities:
- Prepare customized financial plans for clients
- Assist clients with annuities, life, long-term care, and managed money
- Provide financial planning advice on investment, insurance, and retirement
- Develop strong client relationships through regular meetings, phone calls, and client events
- Coordinate with specialists as needed (estate planning, home & auto, tax, Medicare)
Requirements:
- College degree preferred
- 1+ years of producing financial service experience required
- Series 65 and Life and Health required
- Strong organizational, prioritization, interpersonal, and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite
- Experience with financial planning software required
- Experience with CRM preferred
Compensation and Benefits:
- Minimum base salary $60,000 - $100,000 based on experience
- Lucrative bonuses based on retention, servicing AUM, new asset goal, referrals generated
- Total compensation $65,000 - $250,000
- 4 weeks paid time off
- Health, Dental Vision – 2/3 premium covered
- 401k with employer contribution
- Individual and Team Incentive Trips
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