Here the Licensed Service Advisor (LSA) plays a key role in delivering exceptional client experiences by managing relationships, conducting financial analysis, and preparing investment recommendations-all without prospecting, as we serve 1,000+ clients with steady growth. With uncapped commissions and a collaborative, integrity-driven culture, we prioritize professional growth, client-first service, and teamwork. If you're looking for a career where you can make an impact and thrive, we've got the place for you!
Key Functions:
Conduct portfolio risk analysis, assess market conditions, and formulate investment recommendations in alignment with clients' financial goals.
Collaborate with the Lead Advisor to develop and implement customized financial plans.
Serve as the primary point of contact for assigned clients, ensuring exceptional service and proactive communication.
Identify opportunities to consolidate client assets and improve portfolio strategies.
Qualifications:
2-5 years of experience in the financial services industry, with client-facing responsibilities.
Active state health/life insurance and Series 65 or 66 licensure (or willingness to obtain)