Service Advisor
12 hours ago
We are seeking a highly skilled Service Advisor to join our team at Advisor Employee Services. As a Service Advisor, you will be responsible for managing a personal client base as a private wealth manager, providing an EPIC planning experience using all three areas of EPIC products. You will also process new business applications for clients and financial advisers, and act as a client coordinator for your personal client base and assigned advisers.
Key Responsibilities:
- Manage a personal client base as a private wealth manager
- Process new business applications for clients and financial advisers
- Act as a client coordinator for your personal client base and assigned advisers
- Provide an EPIC planning experience using all three areas of EPIC products
- Process urgent client servicing items, such as withdrawal requests and account closures
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
Work Environment:
Monday-Friday, 8am-5pm (in-office)
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