Service Advisor - Morton, IL

Advisor Talent Solutions • Morton, IL

6d

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 role manages existing client relationships, provides thoughtful financial guidance, supports personalized financial plans, and works collaboratively with advisors and other teams. The position 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 the 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 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 while building the 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