Client Service Advisor - Greater Hartford

Retirement Income Source SFG•Hartford, CT

3d•Onsite

About The Position

The Client Service Advisor is a relationship-driven professional responsible for expanding client engagement and contributing to the firm’s revenue growth. The role combines financial consulting with proactive business development by nurturing existing client relationships and identifying opportunities to onboard prospective clients. The ideal candidate has a strong foundation in financial services, exceptional interpersonal skills, and the ability to match client needs with tailored financial solutions. Using the firm’s expertise and resources, the advisor delivers value to clients while advancing business goals. This is an office-based role in Greater Hartford, Connecticut, with potential travel to conferences, events, and satellite offices as needed. The position requires extended periods working at a desk using a computer, routine use of telephone and email, and the ability to lift up to 10 pounds if necessary.

Requirements

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 such as Salesforce and financial planning software.
Comfort using virtual meeting platforms and digital communication tools.
Strong knowledge of Microsoft Office Suite, particularly Excel and Outlook.
An active Series 65 license, or a combination of Series 7 and 66, is required.
An active Life and Health License is required.
Understanding of fiduciary responsibilities and compliance with SEC/FINRA regulations.
Commitment to continuing education and staying informed about industry regulations.
Ability to work for extended periods at a desk using a computer.
Ability to lift up to 10 pounds if necessary.
Routine use of telephone and email.

Nice To Haves

Bachelor’s degree in Finance, Business, or a related field is preferred.

Responsibilities

Analyze current client portfolios to identify opportunities for cross-selling and up-selling financial products and services.
Develop and execute personalized strategies to deepen relationships with existing clients and drive retention.
Engage in marketing and outreach 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 onboarding, 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, and progress toward goals.
Collaborate with internal teams to coordinate service delivery and provide a consistent, high-quality client experience.