Service Advisor - Ann Arbor, MI

Advisor Talent Solutions • Ann Arbor, MI

1d • $80,000 - $90,000 • Onsite

About The Position

Imber Wealth Advisors seeks a Service Advisor to support and strengthen relationships with their established client families. The role involves providing ongoing financial guidance, proactive outreach, and exceptional service to ensure clients feel supported and confident in their retirement plans. The mission of the firm is to help people make great decisions for an amazing retirement, and the Service Advisor plays a key role in delivering on this promise with consistency, preparation, and genuine care.

Requirements

• 3-5 years in financial planning, investments, and portfolio management required
• Series 65 required
• Michigan Life and Health preferred or willing to obtain within 90 days
• Confident, warm, relationship-driven, and client focused
• Highly organized, detail-oriented with strong follow-through
• Proactive, thoughtful, and committed to continuous improvement

Responsibilities

• Serve as the primary point of contact and advisor for assigned client families
• Build, maintain, and deepen long-term client relationships
• Deliver ongoing advice and guidance aligned with Imber’s investment philosophy
• Prepare and conduct client review meetings focused on the current retirement plan in place
• Ensure review emails are sent by Monday prior to scheduled review meetings
• Complete all meeting preparation by Friday before each appointment
• Gather account values, review portfolios, and prepare review summaries in advance
• Review plans and recommendations prior to client meetings with lead advisor
• If applicable, discuss changes with lead advisor before implementation
• Compile and analyze client data to support financial plans and recommendations
• Perform portfolio analysis and ongoing monitoring
• Develop and present customized recommendations aligned with client goals
• Identify opportunities for improved service, risk management, or planning strategies
• Answer client questions related to accounts, portfolios, and planning decisions
• Dictate and enter meeting notes into the CRM within 24–48 hours of client appointments
• Maintain accurate, compliant, and up-to-date client records
• Ensure documentation supports continuity, service quality, and regulatory standards
• Conduct weekly outreach calls to assigned clients
• Maintain proactive, consistent communication outside of scheduled review meetings
• Identify opportunities to strengthen relationships and anticipate client needs
• Participate in weekly team meetings and ongoing advisor training
• Maintain required licenses and complete continuing education
• Identify opportunities for personal and professional development
• Contribute insights on client trends, needs, and service opportunities

Benefits

• $80,000 - $90,000 + bonus opportunities
• Health Insurance – 50% paid by firm
• Access to optional ancillary benefits: Dental, Vision, etc.
• 401(k) with a 5% company match after 3 months
• PTO and flex time
• Friday – lunch provided for team building and connection
• Professional development opportunities

What This Job Offers

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