Service Advisor

Service AdvisorLocation: Hybrid; based in Westfield, NJCompensation: $100,000 to $110,000 base salary plus bonus opportunity | Full-Time | W2 with benefitsAbout the Role:Our client is seeking a Service Advisor to join an established and growing wealth management team in a role designed for someone who wants to deepen their planning and client relationship experience today, while building toward an advisor-track future over time. This is a client-facing position where you will work closely with a senior advisor, gain meaningful exposure to high-quality client work, and play an active role in financial planning, investment implementation, and relationship management. For the right person, this is an opportunity to step into a strong team, learn from an experienced advisor, and grow into greater client ownership.What Youll Do:Partner closely with a senior advisor to prepare and deliver comprehensive financial plansParticipate in and lead client meetings, playing an active role in follow-up, planning discussions, and ongoing relationship supportServe as a responsive point of contact for clients and help deliver a high-touch service experienceImplement investment recommendations and support account-related transactionsAnalyze client data to identify planning opportunities and next-step recommendationsMaintain accurate documentation across CRM and financial planning systemsSupport client retention, relationship deepening, and overall client satisfactionLearn the firms planning philosophy, technology stack, and service model while continuing to grow your advisory skill setWhat Were Looking For:5+ years of experience in a Service Advisor, Associate Advisor, or similar client-facing wealth management roleActive Series 65 or Series 66 licenseStrong foundation in financial planning, investments, and client relationship managementExperience working in an RIA environment preferredSomeone who is proactive, polished, and motivated to grow over time into increased client responsibilityStrong organizational skills with the ability to manage multiple priorities effectivelyClear communicator who works well as part of a collaborative teamBachelors degree in Finance, Business, or a related field preferredCFP designation or progress toward CFP preferred; experience with Fidelity or Schwab platforms is a plusWhy This Role:Ideal for someone who wants to become a stronger advisor and eventually grow into relationship ownershipLearn directly from an experienced senior advisor in a high-quality, client-facing environmentBuild deeper planning, investment, and client management skills inside a respected firmOpportunity to earn increasing responsibility and take on client relationships over timeJoin a collaborative team where growth is supported, and strong performance is noticedFirm Highlights:Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 Recognized firms were required to be a registered investment advisor (RIA) that has been in business for at least one year and has a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff, along with an engagement & satisfaction survey completed by at least 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge for inclusion in this award listing.Inc 5000 in 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which comprises more than 5,000 companies and represents virtually all of the capitalization of the entire U.S. stock market.