Service Advisor

4 weeks ago


Denver, Colorado, United States Advisor Employee Services Full time
Service Advisor

Advisor Employee Services is seeking a highly skilled Service Advisor to join our team. As a Service Advisor, you will be responsible for managing a personal client base, processing new business applications, and acting as a client coordinator.

Key Responsibilities:
  • Manage a personal client base as a private wealth manager, providing an EPIC planning experience
  • Process new business applications for clients and financial advisers
  • Act as a client coordinator for personal clients and assigned financial advisers
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
Skills:
  • Analytical
  • Self-motivated
  • 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

Advisor Employee Services is a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisers in all 50 states. If you have the skills and experience required for this role, please apply today.


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