Our client, a well-established wealth management firm serving high-net-worth individuals and families, is seeking a Servicing Financial Advisor to join their growing advisory team.
This role is focused on maintaining and deepening relationships with existing clients, helping them understand and implement their financial plans while identifying opportunities to expand the relationship. The advisor will work closely with a Managing Advisor and internal planning team to deliver comprehensive financial guidance and exceptional client service.
This is an excellent opportunity for an experienced advisor who enjoys client relationships, financial planning, and long-term partnership building, rather than a purely transactional sales role.
Serve as a primary relationship contact for existing clients, delivering a high-touch advisory experience
Conduct client review meetings (monthly, quarterly, or annually) to discuss financial plans, investment performance, and evolving goals
Gather and analyze client financial information including assets, income, risk tolerance, liabilities, and long-term objectives
Assist in developing and presenting financial planning strategies and investment recommendations
Collaborate with internal advisors, planners, and service team members to ensure seamless client support
Prepare and review asset management and performance reports for client meetings
Maintain ongoing communication with clients to address questions regarding financial planning, investments, and portfolio allocation
Coordinate with outside professionals such as CPAs, attorneys, brokerage firms, and other financial intermediaries
Identify opportunities for additional services, referrals, and relationship growth within the existing client base
Maintain accurate client activity and opportunity tracking within the firms CRM system
Participate in weekly reporting and advisor team collaboration
510 years of experience in a financial advisor or advisor support role
Series 65 license required
Life & Health license required
CFP designation preferred
Bachelors degree in Finance, Business, Economics, or related field preferred
Experience with goals-based financial planning and client relationship management
Strong communication and presentation skills with the ability to build trust with clients
Highly organized with strong attention to detail and time management skills
Self-motivated, proactive, and able to work effectively in a collaborative team environment
Preferred experience with:
Fidelity Wealthscape
eMoney financial planning software
Salesforce CRM
Employer plan recordkeepers or third-party administrators
Competitive base salary plus bonus opportunities
Medical, dental, and vision insurance
Friday afternoons off
Generous paid time off
Safe Harbor 401(k) after one year
Profit sharing after one year
Professional development support
Paid holidays
Long-term career growth and advancement opportunities
