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.
Ensure all your application information is up to date and in order before applying for this opportunity.
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 xawqmyg 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
Ensure all your application information is up to date and in order before applying for this opportunity.
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 xawqmyg 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 Unknown Company
This position is listed as full time and onsite.