Service Advisor
Kestra Financial • Denver, CO10d
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Service Advisor | Sindrich & Associates
Kestra Financial•Denver, CO
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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Job Search Resources
Career Resources
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