Service Advisor

Service Advisor

This is a client-facing role with a strong emphasis on holistic financial guidance, and is open to advisors bringing an existing book of business, those without one who want to grow into the role, or advisors interested in a mix of servicing and business development.

Responsibilities And Duties

• Deliver comprehensive, client-centered financial guidance across planning, investments, and related services
• Manage and grow client relationships, whether servicing an existing book, developing new business, or a combination of both
• Build and maintain long-term client trust through consistent, high-quality communication
• Collaborate closely with the broader advisory team to support shared client goals

Qualifications And Skills

• CFP designation required
• Series 63 required, along with either Series 65 or Series 66
• Open to any level of experience, including advisors with an established book of business, those without one, or professionals interested in a mix of servicing and business development
• Strong communication skills and a collaborative, team-oriented personality

About the Role

Based in Lower Fairfield County, CT.

Pay

Compensation is flexible and will be structured around experience and any existing book of business you bring to the role.

Schedule

N/A

Benefits

N/A

RightClick is an Equal Opportunity Employer

RightClick agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law.