Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Our fast-paced Financial Firm, LaBarge Financial, in Severna Park, MD is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources, and freedom to build a great future, please contact us today!
Minimum Requirements:
2+ years of financial services experience with an emphasis on sales required
Previous client interaction in an office environment
Intermediate to advanced computer skills
Licensing required: Series 7, Life and Health, Series 65 or CFP
This position requires that you possess the following skills:
Strong organizational skills and attention to detail
Ability to demonstrate persistence to achieve quality
Excellent communication; both verbal and written
Self-directed initiative
Process driven
Strong follow-through
Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
Prepare, present, and implement customized financial plans
Conduct client review meetings to review their current portfolio and find additional opportunities to enhance their retirement plan
Review and recommend changes as necessary for annuities, managed money, life insurance and long-term care
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Assist lead Advisor with meeting individual and team goals
Maintain database programs
Respond to client inquiries as needed
Opening, closing, and transferring of accounts
Generate and provide various reports to Advisor
Process transactions
Follow-up as necessary with vendor companies and clients
Assist Advisor with pre-appointment preparation
Resolve any issues regarding new accounts, transfers, or amendments
Annual Salary
$75,000-$90,000 + Commissions
Benefits
PTO
Paid holidays
401(k) with Match
Flex time
Dental, Health, Vision & Life Insurance after 60 Days
Hours
Within Core Business Hours (8:30am-5:30pm)
Some evenings required for client events
Presented by Advisor Employee Services Thank you for your interest in the Service Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!