Job Category
Finance, Legal & Compliance
Job Type
Professional
Employment Type
Direct Hire
Work Hours
Full-time
Compensation
Ask about comp in the chat
Recruiter
This job was last updated on
The Client Services Financial Advisor is responsible for providing exceptional service and support to existing clients. This role focuses on building strong client relationships, understanding their financial needs, and providing guidance on investment strategies and financial planning.
Key Responsibilities
Client Relationship Management:
- Build and maintain strong, long-term relationships with existing clients.
- Attend and document Advisor/Client meetings
- Generate additional relationships through repeat and referral business
- Respond promptly and effectively to client inquiries and requests.
Financial Planning & Guidance:
- Review and analyze client portfolios, identifying potential risks and opportunities.
- Assist clients with financial planning needs
- Provide guidance on investment strategies, including asset allocation and portfolio diversification.
- Educate clients on financial concepts and market trends.
Customer Service:
- Provide exceptional customer service by addressing client concerns and resolving issues promptly and effectively.
- Ensure client satisfaction and loyalty.
- Build and maintain strong relationships with internal teams (e.g., trading, operations) to ensure seamless client service.
Administrative Duties:
- Maintain accurate and up-to-date client records.
- Prepare client reports and presentations.
- Comply with all relevant regulations and compliance requirements.
Qualifications & Experience
- Series 65 and Insurance License required
- 2+ years of experience in financial services, preferably in a client-facing role.
- Strong understanding of investment principles, financial planning concepts, and market trends.
- Excellent communication, interpersonal, and presentation skills.
- Strong analytical and problem-solving skills.
- Proficient in CRM, Financial Planning Software, and industry platforms
- Strong customer service orientation and a commitment to client satisfaction.
Company Website
Company Size
1-10 Employees
Company Overview
At The Pension Group, we help pre-retirees prepare for retirement with clarity and confidence. As you approach retirement, it's more important than ever to make sure your income plan, 401(k), pension, and investments are working together—and working correctly. That’s where we come in. We specialize in identifying and correcting common (and costly) mistakes we often see from employers and plan administrators. Over the years, we've uncovered dozens of errors that could have impacted retirement income—often without the individual ever knowing.
