Service Advisor

Service Advisor

Compensation: $100,000 base + 15% bonus target tied to retention, review completion, and referrals.

We're hiring a Service Advisor on behalf of our client—a growing retirement planning and wealth management firm based in Las Vegas, NV.

If you're the advisor clients ask for by name—and the one who makes sure nothing falls through the cracks—this is your seat. This firm delivers a Virtual Family Office experience across retirement, investments, tax, estate, and risk, and they're looking for a dedicated advisor to own the client relationship as they grow.

Why this role?

• Become the

Deep planning work , not just check-ins—every review drives real action for clients

Strong support from portfolio, tax, and estate resources across the firm

• A

retention, follow-through, and referrals

• A thoughtful

What you'll do:

• Prepare and deliver

• Execute planning across

Own the follow-through —Roth conversions, RMDs and QCDs, beneficiary updates, and tax items closed within 30 days

• Onboard new clients from the sales team and serve as their

• Spot held-away assets, flag at-risk relationships early, and

What you bring:

CFP® preferred , or 4+ years in an advisory service role with comparable planning depth

Series 65 or 66 (or ability to obtain before start)

• Strong knowledge of

Exceptional follow-through and CRM discipline

Client-facing warmth that builds lasting trust

• Planning software experience, a Nevada life and health license, or experience absorbing a founder's book is a plus

Love building relationships that last? Let's talk.