Client Service Advisor
About The Position
Peak Retirement is seeking a Client Service Advisor to handle higher-level work in the client service department, supporting clients and advisors. The role focuses on serving clients rather than sales and includes participating in training and onboarding new client service team members. The firm describes a career path with opportunities for advancement based on results, teamwork, and upholding its standards and values. It offers advisor training, annual bonus opportunities, salary increases, and profit sharing; the posting states that advisors can earn $200k+ and share in the firm's growth through profit sharing.
Requirements
- Series 65 license.
- Life & Health licenses.
- CFP® professional or actively pursuing CFP® certification.
- Demonstrated alignment with the firm's stated values of high performance, hard work, service, teamwork, and a growth mindset.
Nice To Haves
- Opportunity to obtain the CKA® Credential.
Responsibilities
- Handle higher-level tasks in the client service department, supporting clients and advisors.
- Serve clients without focusing on sales.
- Participate in training and onboarding new client service team members.
Benefits
- Industry-leading salaries for every position.
- Premier benefits.
- Annual bonus opportunities.
- Salary increases.
- Profit sharing.
- Advisor training program.
- Career advancement opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
