Financial Services Professional

2 hours ago


Reston, Virginia, United States Strickler Financial Group Full time
Service Advisor

Are you a motivated and empathetic individual looking to expand your career in a growing team? Do you enjoy guiding families through the retirement planning process and maintaining strong client relationships? We are seeking a Service Advisor to join our team at Strickler Financial Group in Brighton and Livonia, MI.

This role involves implementing and maintaining client retirement plans, providing financial planning advice, and developing strong relationships with clients. The ideal candidate will have a college degree, 1+ years of producing financial service experience, and relevant certifications such as Series 65 and Life and Health. Strong organizational, prioritization, and interpersonal skills are essential for success in this role.

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 and maintain strong client relationships
  • Stay up-to-date with industry developments and best practices

Compensation and Benefits:

  • Minimum base salary $60,000 - $100,000 based on experience
  • Lucrative bonuses based on retention, servicing AUM, new asset goal, and 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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