Service Advisor

2 days ago

Reston, VA, United States Kestra Holdings Full time
COMPANY OVERVIEW

Curo Private Wealth, a growing financial planning and investment management firm with offices in Reston, VA, and Rockville, MD, seeks a Service Advisor to support our firm and clients. If you love a fast-paced environment, being part of a team that values your voice and ideas, and are looking to grow in your career path, this role could be for you

Summary

The Service Advisor works with existing client relationships under the supervision of our CEO or Lead Advisor. This role prepares and delivers financial plans, performs investment analysis, develops investment recommendations, and may execute trades. The Service Advisor role delivers excellent customer service to retain and grow customer relationships.

ESSENTIAL DUTIES AND RESPONSIBILITIES

To perform this role successfully, the individual must be able to perform each essential duty:

Advisory
  • Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm's financial planning systems.
  • Works with Lead Advisors/Paraplanners to discuss, review, and finalize financial planning assumptions and design decisions.
  • Works with clients, under the supervision of the CEO/Lead Advisors, to obtain information and prepare risk profiles and investment policy statements.
  • Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the Operations Group.
  • Develops asset allocation strategies and works independently or with the Investment Committee
  • Rebalances portfolios as directed by the Investment Committee and the CEO/Lead Advisors, working with the client.
  • Participates in all client meetings and adds value to meetings by delivering presentations, facilitating discussions, and preparing information.
  • Creates custom worksheets and analyses where needed to answer client questions or research investment opportunities.
  • Client service teams facilitate the adoption of new technology and train others as necessary.
  • Advises clients on appropriate financial products in the context of their plans.
  • Keeps up with industry, congressional, and regulatory changes; updates team members and applicable clients if the changes potentially impact them.
Client Service and Relationship Management
  • Tracks client correspondence, participates in client meetings, and is responsible for follow-up items after meetings.
  • Takes meeting notes, sends meeting summaries, and manages meeting follow-up.
  • Actively engages with clients to address inbound questions or requests and provides answers and solutions promptly.
  • Facilitates retention of existing clients by providing outstanding service, which can also foster new client referrals.
  • Builds strong relationships with clients and communicates proactively and consistently with clients to identify changes to their financial lives and needs that should be met.
Team Management and Staff Development
  • Leads the implementation of planning decisions and assigns client service steps to the team.
  • Provides consistent and constructive feedback to other professionals on the client service team.
Business Development
  • Seeks opportunities to grow existing client relationships through increased wallet share.
  • Engages with clients to create referral opportunities from existing clients.
Measures of Success
  • Client retention
  • Number of clients served both in "first" and "second chair"
  • Number of referrals received per year
  • New clients added through referral sources
  • Leadership and Execution of Strategic Projects
  • Accuracy, timeliness, and completion of financial plans and follow-up client deliverables
KNOWLEDGE, SKILLS, AND/OR ABILITIES

To perform this job successfully, the individual should have the following skills and abilities.
  • Financial planning
  • Project/Time Management
  • Strong client service communications
  • Strong public speaking and presentation skills
SUPERVISORY RESPONSIBILITIES:
  • May oversee support advisors
EDUCATION AND/OR EXPERIENCE
  • 4-year degree
CERTIFICATIONS, LICENSES, REGISTRATIONS:
  • Series 7 and 66 licenses are required
  • Has advanced industry certification, such as the CFP, or is willing to pursue the certification while acting in this capacity.
BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
  • You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.


KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.

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