Service Advisor

About the role

Imber Wealth Advisors seeks a Service Advisor to support and strengthen relationships with our established client families. You’ll provide ongoing financial guidance, proactive outreach, and exceptional service, ensuring clients feel supported and confident in their retirement plans.

Responsibilities

• Serve as the primary point of contact and advisor for assigned client families
• Build, maintain, and deepen long-term client relationships
• Deliver ongoing advice and guidance aligned with Imber’s investment philosophy
• Prepare and conduct client review meetings focused on current retirement plan in place
• Send review emails by Monday prior to scheduled review meetings
• Complete all meeting preparation by Friday before each appointment
• Gather account values, review portfolios, and prepare review summaries in advance
• Review plans and recommendations prior to client meetings with lead advisor
• If applicable, discuss changes with lead advisor before implementation
• Compile and analyze client data to support financial plans and recommendations
• Perform portfolio analysis and ongoing monitoring
• Develop and present customized recommendations aligned with client goals
• Identify opportunities for improved service, risk management, or planning strategies
• Answer client questions related to accounts, portfolios, and planning decisions
• Dictate and enter meeting notes into the CRM within 24–48 hours of client appointments
• Maintain accurate, compliant, and up-to-date client records
• Ensure documentation supports continuity, service quality, and regulatory standards
• Conduct weekly outreach calls to assigned clients
• Maintain proactive, consistent communication outside of scheduled review meetings
• Identify opportunities to strengthen relationships and anticipate client needs
• Participate in weekly team meetings and ongoing advisor training
• Maintain required licenses and complete continuing education
• Identify opportunities for personal and professional development
• Contribute insights on client trends, needs, and service opportunities

Requirements

• 3-5 years in financial planning, investments, and portfolio management
• Series 65 required
• Michigan Life and Health preferred or willing to obtain within 90 days
• Confident, warm, relationship-driven, and client focused
• Highly organized, detail-oriented with strong follow-through
• Proactive, thoughtful, and committed to continuous improvement

Qualifications

• High school diploma or equivalent
• Strong interpersonal and communication skills
• Ability to work independently and manage multiple tasks simultaneously
• Proficiency in Microsoft Office Suite

Skills

• Financial planning and investment management
• Client relationship management
• Portfolio analysis and monitoring
• Communication and presentation skills
• CRM system proficiency

Benefits

• Health Insurance – 50% paid by firm
• Optional ancillary benefits: Dental, Vision, etc.
• 401(k) with a 5% company match after 3 months
• PTO and flex time
• Friday – lunch provided for team building and connection

Pay

$80,000 - $90,000 + bonus opportunities

Schedule

In office: Monday – Thursday, 8:45am – 5:00pm / Friday 8:45am-3:00pm