Service Financial Advisor

Location: Charlotte, NC (In-office with Flexibility)

Do you have the following skills, experience and drive to succeed in this role Find out below.
Compensation: $90k-$105K depending on experience
Our client is an established and growing wealth management practice seeking an experienced Service Advisor to work closely with lead advisors and support the ongoing financial planning and relationship management needs of an established client base.
This is a great opportunity for someone who enjoys working directly with clients, has a strong financial planning foundation, and wants to continue growing on the advisory side of wealth management without the pressure of building their own book of business.
The Service Advisor will act as a second chair to lead advisors, participate in client meetings, prepare and update comprehensive financial plans, support investment and risk management strategies, and help ensure clients receive a proactive, high-touch experience. Registered Associate Posting 10…
What You’ll Do:
Serve as a second chair to lead advisors in client meetingsGather and analyze client financial informationPrepare financial planning analyses across retirement, investments, insurance, estate planning, tax planning, and cash flowDevelop planning recommendations and presentation materials for client meetingsReview financial plans for accuracy, completeness, and alignment with client goalsUpdate financial plans as client circumstances and objectives changeDocument meeting notes, action items, and follow-up activitiesServe as a point of contact for client questions and ongoing service needsMaintain regular communication with clients and help ensure planning recommendations are implementedAssist with portfolio analysis and investment reviewsMonitor client accounts and identify potential planning opportunitiesSupport the implementation of investment, insurance, and risk management strategiesCoordinate with internal specialists and outside professionals when appropriateMaintain accurate client records and documentation within planning and CRM systemsHelp ensure client needs, follow-up items, and deliverables stay on trackContribute to process improvements that enhance the overall client experience
What We’re Looking For:
4–6 years of wealth management, xzbcwsv financial planning, or related financial services experienceBachelor’s degree in Finance, Business, Economics, or a related fieldSeries 7 and Series 63 (or equivalent)Life & Health Insurance LicenseExperience working directly with clients in a wealth management or advisory environmentExperience preparing, updating, or contributing to comprehensive financial plansStrong understanding of retirement, investments, insurance, estate, tax, and cash flow planning conceptsComfortable participating in client meetings and discussing financial planning strategiesStrong analytical and problem-solving skillsExcellent communication and relationship-building skillsHighly organized with strong attention to detail and follow-through