Service Advisor / Relationship Manager

Service Advisor / Relationship Manager Position

Our client offers a comprehensive suite of financial services and full benefits. They are seeking a dedicated Service Advisor/ Relationship Manager. This role is vital as it supports clients' financial goals and ensures their long-term financial security.

Responsibilities

• Assist clients in transferring accounts, rolling over 401(k) plans, and facilitating Roth IRA conversions.
• Coordinate with custodians and other financial institutions to ensure smooth transitions and minimize disruptions in client accounts.
• Use advanced financial planning software tools to create and maintain detailed financial plans aligned with clients’ goals.
• Conduct cash flow analysis and project future financial needs to develop personalized financial strategies.
• Design customized Social Security income strategies, ensuring clients make informed decisions based on their unique financial situation.
• Develop comprehensive retirement plans that incorporate asset allocation, withdrawal strategies, and future income needs.
• Determine appropriate annuity investments for clients based on their financial objectives, risk tolerance, and retirement goals.
• Assess and recommend the best annuity products to optimize retirement income and reduce risks associated with longevity.
• Analyze and recommend tax-efficient strategies to enhance clients' retirement savings and overall financial health.
• Provide guidance on tax implications of various financial decisions and develop strategies to minimize tax liabilities in retirement.
• Build and maintain strong, trusted relationships with clients by offering exceptional service and communication throughout the financial planning process.
• Regularly update clients on the progress of their plans, providing clear explanations of financial strategies and account activities.
• Work closely with financial advisors, accountants, and other professionals to ensure a holistic approach to clients’ financial well-being.
• Stay current on financial regulations, products, and tools to provide the best solutions to clients.

Qualifications

• Strong background in comprehensive financial planning.
• At least 5 years of hands-on experience.
• Series 65 license.
• Certified Financial Planner (CFP®) designation.
• Washington State Health and Life Insurance license.

If you are an experienced financial planner with a passion for helping clients achieve their financial goals, we encourage you to apply. This is an exciting opportunity to join a dynamic team in a challenging and rewarding role.