Service Advisor

What You'll Do

• Meet with clients regularly to review financial plans, updates, and recommendations
• Collaborate with advisors and internal teams to refine financial plans and ensure alignment with client objectives
• Support ongoing plan reviews and updates based on life events, market changes, and regulatory updates
• Review client tax returns to identify planning opportunities, tax efficiencies, and potential risks
• Affiliate with the Lead Advisor in implementing tax-efficient financial plans
• Prepare and present planning scenarios related to tax impact, including strategies such as RMD planning and tax optimization
• Affiliate with the Lead Advisor in developing customized financial strategies aligned with clients’ short- and long-term goals, including retirement income and wealth accumulation
• Analyze financial data to support recommendations around investments, retirement planning, and cash flow
• Maintain accurate and up-to-date client financial data within eMoney and internal systems
• Identify gaps in financial plans and recommend actionable solutions to improve outcomes
• Prepare and present planning scenarios and projections (e.g., retirement income modeling and cash flow analysis)

What You Bring

• Bachelor’s degree in Finance, Business, or related field preferred
• 2+ years of experience in financial services or wealth management
• Experience with financial planning tools such as eMoney strongly preferred
• Familiarity with retirement account types (Traditional, Roth, SEP, SIMPLE IRAs) required
• Experience reviewing tax returns and applying insights to financial planning is a plus
• Strong client service and communication skills
• High attention to detail and accuracy in both operational and analytical work
• Ability to balance client interaction with transactional and analytical responsibilities
• Strong problem-solving and critical thinking abilities
• Proficiency with Salesforce CRM system, Black diamond portfolio management, and Microsoft Office
• Ability to manage competing priorities in a fast-paced, deadline-driven environment
• Active Series 65 required
• CFP® certification or actively pursuing CFP® designation preferred
• CPA designation a plus