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Service Advisor

2 months ago


Denver, Colorado, United States E.A. Buck Financial Services Full time
Service Advisor Role

We are seeking a highly skilled and detail-oriented Service Advisor to join our team at E.A. Buck Financial Services in Denver, CO. 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, providing exceptional customer service and ensuring seamless communication between clients and financial advisors.
Requirements:
  • 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.
Skills:
  • Analytical skills.
  • Self-motivated and self-directed.
  • Strong interpersonal communication skills.
  • Highly organized.
  • Advanced computer skills.
Benefits:
  • $70K-$80K salary.
  • Monthly commission (uncapped).
  • 401k with automatic 3% contribution from company.
  • Pre-paid insurance (health, vision, dental, pharmaceutical).
  • Paid holidays.
  • PTO.
Work Environment:
  • Monday-Friday, 8am-5pm (in-office).