Service Advisor
4 weeks ago
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
- 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
- Analytical
- Self-motivated
- Self-directed
- Strong interpersonal communication skills
- Highly organized
- Advanced computer skills
- $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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