Client Service Advisor
Established, Fee-Based RIA. Excellent Opportunity for Growth!
The Client Service Advisor position offers the right candidate a competitive salary, bonus, benefits, and the opportunity to immediately play a vital role within an established and successful financial advisory firm in the heart of Westchester County. They have an experienced team that is eager to mentor and foster the growth of their next team member. 5 person team with an office that is a mere 25 minute, reverse commute from Grand Central Station.
RESPONSIBILITIES WE’LL TRUST YOU WITH
Work directly with lead advisors in serving new and existing clients using state of the art technology. Prepare financial plans and retirement projections. Assist with trading and rebalancing of client accounts. Assist with the firm’s operational tasks. Interact with clients over the phone and in-person professionally and respectfully. Develop refined technical planning knowledge while growing your client relationship management skills. Maintain an “owner’s mentality” and consistently seek opportunities for personal and professional growth.
Bachelors’ degree from an accredited CFP Board Registered financial planning program or equivalent experience. 1-3 years of financial planning experience. Strong desire to grow into a lead advisor and equity owner. Must be an independent thinking, devoted team player, and vision-orient professional.
Competitive salary based on experience. Career track available with path to equity ownership. Company paid health insurance. 401(k) plan with employer match. Mentorship and learning opportunities. Professional work environment with exceptional work/life balance.