We are seeking a relationship-driven Service Advisor to join a team-oriented firm near Seattle, WA. This role offers the opportunity to inherit and grow an established client base and needs to excel in delivering high-touch service to clients.
Support clients alongside the regional lead and senior advisors, managing an overflow book of $40-50M AUM. Handle client onboarding, financial planning, and custodial transfers. Conduct client meetings (50% virtual, 50% in-person) with a focus on personalized investment strategies. Collaborate with operations to streamline processes, assist with account maintenance, and enhance efficiency. Drive firm growth through referrals and proactive outreach while leveraging tools like eMoney to optimize workflows and client satisfaction.
Responsibilities
Act as a high-level relationship manager, supporting clients in collaboration with the regional lead and senior advisors.
Inherit and manage an overflow book of business, assisting with up to $40-50M in additional AUM.
Provide direct client support, including onboarding, maintaining financial plans, and monitoring transfers through custodians.
Engage in client meetings (50% virtual, 50% in-person) with a focus on customized financial planning and investment management.
Partner with operations staff to improve processes and enhance efficiencies, providing additional support in areas such as account maintenance and administrative tasks.
Collaborate with other team members to build long-term client relationships and grow the firm through referrals and proactive outreach.
Leverage tools like eMoney for financial planning and manage workflows efficiently and effectively to ensure client satisfaction.
Qualifications
Bachelor's degree in Finance, Economics, or a similar field.
Minimum 3-7 years experience in Wealth Management, Financial Advising, or similar.
Proficiency with financial planning software (e.g. eMoney) and custodial platforms (e.g. Fidelity, Schwab, etc).
A collaborative, team-focused mindset with excellent communication and relationship-building skills.
Driven, proactive, and motivated to grow professionally.
Ability to work on-site, with remote flexibility pending performance and tenure.