Client Service Advisor

Retirement Income Source SFG•Longmeadow, MA

6d•Onsite

About The Position

At Retirement Income Source SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor. We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us. The Client Service Advisor is a relationship-driven professional responsible for expanding client engagement and contributing to the firm’s revenue growth. This role blends financial consulting with proactive business development by nurturing existing client relationships and identifying new opportunities to onboard prospective clients. The ideal candidate possesses a strong foundation in financial services, exceptional interpersonal skills, and the ability to match client needs with tailored financial solutions. By leveraging the firm’s established expertise and resources, the Client Service Advisor plays a critical role in delivering value to clients while advancing the firm's business goals.

Requirements

Bachelor’s degree in Finance, Business, or a related field preferred
Proven experience in financial services, client relationship management, or advisory roles
Demonstrated success in sales, client acquisition, or revenue-generating positions
Proficiency with CRM systems (e.g., Salesforce) and financial planning software
Comfortable using virtual meeting platforms and digital communication tools
Strong knowledge of Microsoft Office Suite, particularly Excel and Outlook
Active Series 65 license or combination of Series 7 and 66 required
Understanding of fiduciary responsibilities and compliance with SEC/FINRA regulations
Commitment to maintaining continuing education and staying informed on industry regulations

Responsibilities

Analyze current client portfolios to identify opportunities for cross-selling and up-selling additional financial products and services
Develop and execute personalized strategies to deepen relationships with existing clients and drive retention
Proactively engage in marketing and outreach efforts to attract new clients through networking, referrals, and campaigns
Conduct consultative meetings with prospects to assess financial goals and recommend tailored solutions
Guide new clients through the onboarding process, ensuring a seamless and professional experience
Meet or exceed individual sales goals and revenue targets through new business development and client expansion
Maintain accurate and detailed records of client interactions, activity tracking, and progress toward goals
Collaborate with internal teams to coordinate service delivery and ensure a consistent, high-quality client experience