Service Advisor | Sindrich & Associates

Kestra Financial Independent Advisor•Denver, CO

15h

About The Position

The Service Advisor supports the delivery of comprehensive financial planning and wealth management services to existing clients while developing toward future Lead Advisor responsibilities. This role partners closely with Lead Advisors to strengthen client relationships, deliver planning recommendations, coordinate implementation, and provide an exceptional client experience.

Requirements

Bachelor's degree or equivalent experience.
3+ years in financial services.
1+ year in a client-facing advisory role.
Strong communication, relationship management, and analytical skills.
Proficient in Microsoft office

Nice To Haves

CFP®, CPA, CFA, or Series 66.
Experience with high-net-worth clients and business owners.
Very proficient with Microsoft Excel (core to desk)
Proficient in use of AI and AI tools

Responsibilities

Serve as a secondary advisor for client relationships.
Participate in client meetings and present planning recommendations.
Coordinate implementation of financial planning strategies.
Maintain regular communication with clients and professional partners.
Identify planning opportunities and potential risks.
Analyze retirement, tax, estate, insurance, and business-owner planning strategies.
Assist with investment implementation and portfolio reviews.
Maintain planning data, meeting notes, workflows, and follow-up actions.
Deepen existing client relationships and support referral opportunities.
Participate in firm events, client education initiatives, and business development activities.
Pursue ongoing professional education and technical expertise.