Our client is seeking a motivated and enthusiastic Service Advisor to join Central Florida's largest independent personal financial consulting firm. Managing over $3 billion in assets for clients across 28 states,they are proud to be recognized among CNBC's Top 100 Financial Advisory Firms in the country and voted Best in Orlando by Orlando Magazine readers. The Service Advisor is a mid-level role dedicated to mastering client service, financial planning, and the investment management process. This position involves collaborating closely with advisory team members to provide daily support to clients, assist in the preparation and presentation of financial plans, and provide invest­ment analysis and recommendations.

They take pride in offering team-oriented, comprehensive, personalized financial planning, investment, and wealth management services for a fee. Their values aren't just words on a wall – they're the principles we live by every day. Our CERTIFIED FINANCIAL PLANNER ® professionals and support teams work together to impact lives throughout the Central Florida community and beyond with their expertise and superior client service.

General Support:

• Assist Lead Advisors in the execution of steps in the client service process
• Track correspondence and actively participate in client meetings
• Work on follow-up items after meetings
• Provide outstanding service to retain existing clients
• Grow existing client relationships by identifying opportunities for additional services and seeking referrals

Advisory Responsibilities:

• Prepare and update financial plans, ensuring accurate data entry into financial planning systems
• Discuss, review, and finalize financial planning assumptions and design decisions with Lead Advisors
• Obtain information and prepare risk profiles and investment policy statements under supervision
• Coordinate the transfer of client assets during new client onboarding
• Develop asset allocation strategies and implement them independently or with the Lead Advisors
• Rebalance portfolios under the guidance of the Investment Committee and Lead Advisors
• Participate in client meetings, deliver presentations, facilitate discussions, and prepare information
• Create custom worksheets and analyses to answer client questions or research investment opportunities
• Advise clients on appropriate financial solutions in the context of their plans
• Research new investment strategies and vendors
• Facilitate the adoption of new technology by client service teams and train others as necessary

Qualifications:

• Bachelors degree in Finance, Economics, Accounting, or a related field
• CFP® certification
• 5-7 years of experience in financial planning or investment management
• Strong knowledge of financial products, investment strategies, retirement planning, and tax planning
• Excellent interpersonal and communication skills
• Proficiency in financial planning software, CRM systems, and Microsoft Office Suite
• High level of integrity and commitment to client confidentiality
• Strong problem-solving skills and the ability to think critically and strategically
• Experience with regulatory compliance and a thorough understanding of industry regulation
• Ability to build and maintain strong client relationships
• Desire to come into the office

Compensation and Benefits:

• Competitive salary based on experience and skills
• Comprehensive health and dental benefits
• Flexible paid time off
• Company 401(k) and profit sharing plan
• Professional development opportunities
• Supportive, collaborative work environment
• Commitment to team culture and growth