The Search is partnering with an independent financial planning firm in Melbourne to hire a Senior Servicing Advisor. This is a client-focused advisor role serving an established book of existing clients.
The firm is a collaborative team that trusts its people to own their roles and puts clients first in every conversation.
What this person does:
- Serves as a primary point of contact for existing client households
- Runs regular client reviews and handles client escalations
- Guides clients through 401(k) and IRA rollovers and account transitions
- Reviews financial plans, including retirement, investment, tax, and estate strategies
- Partners closely with the advisory team so clients hear one consistent message
- Coordinates with operations and custodians to execute client requests
What we're looking for:
- 3+ years of experience in an advisor or client-facing planning role
- Series 66 and Florida 2-15 (Life, Health, and Annuities) licenses
- CFP preferred, or progress toward it
- Experience with annuities and advisory accounts
- A patient and clear communicator
- Someone who enjoys serving existing clients and is excited to grow with a long-term team
What's offered:
- Base salary of $85,000 to $100,000, plus an annual bonus of up to $50,000, for total compensation up to about $150,000
- Medical, dental and vision, a 401(k) match, and paid time off
- A collaborative, in-office team culture with real work-life balance
Financial Advisor (Established Client Base) in Melbourne at The Search, LLC
This position is listed as full time and onsite. It was posted 4 days ago.