Client Service Advisor - Greater Hartford

Key Responsibilities

• Analyze current client portfolios to identify opportunities for cross-selling and up-selling additional financial products and services
• Develop and execute personalized strategies to deepen relationships with existing clients and drive retention
• Proactively engage in marketing and outreach efforts to attract new clients through networking, referrals, and campaigns
• Conduct consultative meetings with prospects to assess financial goals and recommend tailored solutions
• Guide new clients through the onboarding process, ensuring a seamless and professional experience
• Maintain accurate and detailed records of client interactions, activity tracking, and progress toward goals
• Collaborate with internal teams to coordinate service delivery and ensure consistent, high-quality client experience

Requirements

• Must-Have Qualifications: Bachelor’s degree in Finance, Business, or a related field preferred; proven experience in financial services, client relationship management, or advisory roles; demonstrated success in sales, client acquisition, or revenue-generating positions; proficiency with CRM systems (e.g., Salesforce) and financial planning software; comfortable using virtual meeting platforms and digital communication tools; strong knowledge of Microsoft Office Suite, particularly Excel and Outlook; active Series 65 license or a combination of Series 7 and 66; Active Life and Health License; understanding of fiduciary responsibilities and compliance with SEC/FINRA regulations; commitment to maintaining continuing education and staying informed on industry regulations

Benefits

• 100% employer-covered medical benefits and HRA account
• Dental & vision plans
• Short and long-term disability insurance
• PTO + 10 NYSE company holidays per year
• 401K with company match program
• Free onsite parking
• Company-provided laptop and required technology

Physical & Work Environment Requirements

• Ability to work for extended periods at a desk using a computer
• Ability to lift up to 10 pounds if/when necessary
• Routine use of telephone and email
• Office-based role with potential travel to conferences, events, and satellite offices as needed