Service Advisor

1 week ago


Englewood, Colorado, United States Advisor Employee Services Full time
Service Advisor Job Description

We are seeking a highly skilled and detail-oriented Service Advisor to join our team at Advisor Employee Services. As a Service Advisor, you will play a critical role in assisting our financial advisors with various tasks, ensuring the office runs efficiently and effectively.

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 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.
  • Monthly commission (uncapped).
  • 401k with automatic 3% contribution from company.
  • Pre-paid insurance (health, vision, dental, pharmaceutical).
  • Paid holidays.
  • PTO.

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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