Financial Advisory - Service Advisor

Kestra•Alpharetta, GA

19h

About The Position

ClariVise Private Wealth is seeking a personable, motivated, and client-focused Service Advisor in Alpharetta, Georgia. The role works closely with lead advisors, financial planners, investment professionals, and client service associates to deliver an exceptional client experience and address clients’ financial planning and service needs accurately and efficiently. The successful candidate will bring wealth management or financial services experience, strong relationship-building and communication skills, and an interest in developing financial planning and advisory expertise.

Requirements

Excellent verbal, written, and interpersonal communication skills.
Strong client service and relationship-management skills.
Foundational knowledge of financial planning, investments, and wealth management concepts.
Ability to communicate financial concepts clearly and confidently to clients.
Strong organizational and time-management skills, including the ability to manage multiple client priorities and deadlines.
High attention to detail and commitment to accuracy.
Discretion and ability to handle confidential client and financial information.
Strong problem-solving skills and ability to take ownership of client needs.
Ability to collaborate with advisors, planners, investment professionals, operations, and client service teams.
Ability to work independently while appropriately escalating complex client or planning matters.
Proficiency with Microsoft Office Suite and ability to learn financial planning, CRM, portfolio management, and custodial systems.
Strong desire to continue developing professionally in wealth management and financial planning.
Approximately 2–5 years of experience in wealth management, financial planning, investment advisory, or a related financial services environment is preferred.
A bachelor’s degree in Finance, Financial Planning, Economics, Business, or a related field is preferred.
FINRA Series 7 and Series 66, or applicable Series 65 registration, is preferred depending on responsibilities; additional licensing may be required based on the position’s responsibilities.

Nice To Haves

Previous experience supporting advisors and working directly with high-net-worth clients.
Experience preparing financial plans and/or using financial planning software.
CFP® certification or active progress toward CFP® certification; progress is highly desirable.

Responsibilities

Support Lead Advisors in managing and servicing client relationships, including preparing for and participating in client meetings.
Gather, organize, and analyze client financial information to support financial planning recommendations.
Prepare client meeting materials, financial planning analyses, reports, and presentations.
Participate in client meetings, document discussion points and action items, and coordinate timely follow-up.
Serve as a point of contact for clients’ ongoing service needs, account questions, financial planning items, and follow-up requests.
Build trusted client relationships through responsive, proactive, and personalized service.
Assist advisors with developing and implementing financial plans covering areas such as retirement, investments, cash flow, insurance, estate planning, and tax planning.
Coordinate with investment, operations, compliance, and client service teams to implement recommendations and resolve client needs.
Support account openings, asset transfers, distributions, contributions, and other account activity in partnership with the client service team.
Monitor outstanding client action items and ensure appropriate follow-through.
Maintain accurate client information, meeting notes, tasks, and documentation in the firm’s CRM and other systems.
Identify opportunities to address client needs proactively and enhance the client experience.
Develop knowledge of the firm’s investment philosophy, financial planning approach, products, services, and operational processes.
Stay informed about financial markets, planning strategies, regulatory considerations, and industry trends affecting clients.
Support ad hoc client, advisor, and firm initiatives as needed.