Financial Advisory - Service Advisor
About The Position
U.S. Financial Services is a boutique wealth management firm providing highly personalized financial planning and investment advisory services to individuals and families. Our philosophy is rooted in long‑term client relationships, thoughtful and unbiased advice, and a commitment to continuous professional development. We pride ourselves on delivering clarity and confidence to the families we serve, and we foster a collaborative environment where team members can grow meaningful, lasting careers in wealth management. We are seeking a Service Advisor who is energized by client interaction, committed to delivering exceptional service, and eager to contribute to a planning‑centric advisory team. This role is ideal for someone who thrives in a relationship‑driven environment and wants to play a meaningful part in clients’ long‑term financial journeys. This position represents a significant career opportunity: you will play a central role in transitioning and servicing an existing, well‑established book of business, building trust with clients who value high‑touch communication and continuity. You will work closely with Lead Advisors to ensure clients receive the personalized, proactive guidance our firm is known for.
Requirements
- Four-year college degree, or equivalent work experience
- CFP® designation required
- Series 65 or 66 required
- Strong written and verbal communication skills
- Excellent computer skills (Outlook, Excel, Word, PowerPoint, and Zoom)
- Experience with financial planning software (eMoney preferred)
- Familiarity with CRM systems
- Ability to manage multiple tasks in a fast-paced, collaborative environment
Nice To Haves
- 5+ years of experience in financial planning, wealth management, or financial services
Responsibilities
- Identify clients’ financial objectives and life goals
- Develop and present financial plans and investment recommendations
- Continuously monitor and update plans and portfolios as clients’ needs change
- Oversee creation of client deliverables and ensure deadlines are met
- Document all client communications and meeting outcomes
- Track and complete client requests and follow‑up tasks, partnering with Client Services
- Deliver an exceptional client experience
- Develop tailored client relationship strategies
- Build strong relationships by understanding each client’s unique situation
- Communicate clearly with clients across all channels (virtual, in-person, phone, email)
- Explain financial concepts in an accessible, customized manner
- Support prospect engagement, relationship building, and onboarding
- Deepen existing client relationships, including consolidation of outside assets
- Deliver service that inspires client referrals
- Model exemplary client service, teamwork, and positive change
- Contribute to advancing long‑term company goals and initiatives
- Collaborate effectively across teams with clear expectations and constructive feedback
- Ensure accuracy, confidentiality, and compliance with firm policies and regulatory standards
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
