Service Advisor - Morton, IL

Advisor Employee Services • Morton, IL

5d

About The Position

The Service Advisor is a client-facing role within a growing wealth management practice, focused on personalized service, financial planning, and long-term client relationships. The advisor manages existing client relationships, supports personalized financial plans, and provides thoughtful financial guidance in a collaborative, team-oriented environment. The role offers opportunities to develop professionally and take on greater responsibility and a larger client portfolio over time.

Requirements

• Approximately 1–3 years of experience in financial services, wealth management, financial planning, or a related client-facing role.
• Strong relationship-building, communication, and organizational skills.
• A client-first mindset and the ability to establish trust with individuals and families.
• Foundational knowledge of financial planning concepts and wealth management services.
• Relevant industry licenses and credentials; willingness to obtain additional credentials as needed.
• Attention to detail, accountability, and a commitment to delivering an excellent client experience.
• A collaborative attitude, openness to coaching, and enthusiasm for professional development.

Nice To Haves

• Experience supporting or managing an existing book of clients.
• Ability to anticipate client needs and deliver proactive, personalized service.
• Natural talent for building long-term relationships and communicating complex financial concepts clearly.
• Growth mindset and willingness to learn from experienced advisors.
• Ability to balance independent responsibility with strong teamwork.
• Genuine interest in developing into a trusted advisor who contributes to the long-term success of the practice.

Responsibilities

• Manage and strengthen relationships with existing wealth management clients.
• Support implementation and ongoing management of personalized financial plans.
• Conduct client meetings and periodic financial reviews to assess goals, needs, and life changes.
• Respond to client questions, coordinate follow-ups, and ensure timely, thoughtful communication.
• Identify opportunities to deepen client relationships and enhance the overall client experience.
• Collaborate with lead advisors, financial planning, operations, marketing, and client service teams.
• Maintain accurate client records and ensure consistent follow-through on commitments.
• Develop professionally and build skills to take on greater responsibility and a larger client portfolio over time.

Benefits

• Competitive base compensation with potential revenue-sharing opportunities.
• Employer contribution toward health insurance.
• Dental and vision coverage options.
• 401(k) with an employer matching contribution.
• Approximately three weeks of paid time off and nine paid holidays.
• Potential educational reimbursement and professional development opportunities.
• Potential firm-wide profit sharing and advisor incentive trips.
• Collaborative work environment with opportunities for career growth and advancement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed