Financial Advisory - Service Advisor

What You’ll Do

• Identify clients’ financial objectives and life goals
• Develop and present financial plans and investment recommendations
• Continuously monitor and update plans and portfolios as clients’ needs change
• Oversee creation of client deliverables and ensure deadlines are met
• Document all client communications and meeting outcomes
• Track and complete client requests and follow-up tasks, partnering with Client Services
• Deliver an exceptional client experience
• Develop tailored client relationship strategies
• Build strong relationships by understanding each client’s unique situation
• Communicate clearly with clients across all channels (virtual, in-person, phone, email)
• Explain financial concepts in an accessible, customized manner
• Support prospect engagement, relationship building, and onboarding
• Deepen existing client relationships, including consolidation of outside assets
• Deliver service that inspires client referrals
• Model exemplary client service, teamwork, and positive change
• Contribute to advancing long-term company goals and initiatives
• Collaborate effectively across teams with clear expectations and constructive feedback
• Ensure accuracy, confidentiality, and compliance with firm policies and regulatory standards

About the Role

At U.S. Financial Services, we are a boutique wealth management firm dedicated to providing highly personalized financial planning and investment advisory services to individuals and families. Our philosophy is centered around long-term client relationships, unbiased advice, and continuous professional development. We believe in delivering clarity and confidence to our clients and fostering a collaborative environment where team members can grow meaningful, lasting careers in wealth management.

Responsibilities

• Represent a significant career opportunity by playing a central role in transitioning and servicing an existing, well-established book of business
• Work closely with Lead Advisors to ensure clients receive the personalized, proactive guidance our firm is known for

Requirements

• Four-year college degree, or equivalent work experience
• CFP® designation required, Series 65 or 66 required

Qualifications

• Ideal candidate will have 5+ years of experience in financial planning, wealth management, or financial services

Skills

• Strong written and verbal communication skills
• Excellent computer skills (Outlook, Excel, Word, PowerPoint, and Zoom)
• Experience with financial planning software (eMoney preferred)
• Familiarity with CRM systems
• Ability to manage multiple tasks in a fast-paced, collaborative environment
• Ability to work out of our Fairfield, NJ office with potential for flexible hybrid schedule

Benefits

We offer a competitive compensation package, including a comprehensive benefits program that includes health insurance, retirement savings options, and paid time off.

Pay

Compensation is commensurate with experience.

Schedule

The role offers a flexible hybrid schedule, allowing for a balance between remote and in-office work.