Service Advisor - Wealth Management

Our client is a well-established, independent financial services and advisory firm headquartered in the Twin Cities, with a long history of serving successful individuals, families, business owners, and organizations. The firm brings together wealth management, financial planning, tax, accounting, and advisory expertise to provide clients with a coordinated, long-term approach to their financial lives. The organization emphasizes ongoing relationships, proactive advice, and highly personalized service, helping clients make informed decisions across every stage of their financial lives.

About the role

This is an opportunity for an experienced CFP® professional to take on a meaningful client-facing role within an established and collaborative wealth management organization. As a Service Advisor, you will:

• Own meaningful client relationships and serve as a trusted day-to-day advisor to a portfolio of clients.
• Go beyond investment management by incorporating retirement, tax, estate, cash-flow, and broader financial planning into client conversations.
• Work alongside experienced advisors and specialists to address complex client needs.
• Build long-term relationships rather than focusing solely on transactions or product sales.
• Participate in client meetings and strategy development, with the opportunity to take ownership of the planning process.
• Identify opportunities to deepen existing relationships and introduce clients to additional resources within the organization.
• Join a culture that emphasizes collaboration, continuous learning, professionalism, and client-centric values.

Responsibilities

• Manage and retain ongoing client relationships through proactive communication and financial planning.
• Conduct comprehensive financial planning and analysis across retirement, investment, tax, estate, and related planning areas.
• Prepare for and lead client meetings, translating financial strategies into clear and actionable recommendations.
• Serve as a primary point of contact for client questions, requests, and ongoing service needs.
• Manage client portfolios, including asset allocation and rebalancing.
• Monitor client circumstances and identify opportunities to improve or expand the relationship.
• Help maintain the firm's high client retention standards.
• Ensure recommendations and client interactions meet applicable regulatory and compliance requirements.
• Collaborate with financial advisors, paraplanners, and other internal professionals to deliver coordinated client solutions.
• Participate in business development and referral-generation activities.
• Stay current on investment markets, financial planning strategies, tax considerations, and regulatory developments.

Requirements

• Bachelor's degree or equivalent professional experience.
• 5+ years of experience in financial planning, wealth management, or a related advisory environment.
• CFP® designation required.
• Strong understanding of comprehensive financial planning, investment products, and applicable compliance requirements.
• Excellent analytical, organizational, and problem-solving abilities.
• Exceptional interpersonal and communication skills, including the ability to explain complex financial concepts in a clear, client-friendly manner.
• Ability to work independently while contributing effectively within a collaborative team.
• Strong organization and time-management skills with the ability to manage multiple client priorities.
• High level of professionalism, integrity, discretion, and commitment to client service.
• Experience with Schwab, Salesforce, MoneyGuidePro, Tamarac, or Holistiplan is a plus.

Pay

$120,000 - $150,000 per year

Benefits

• Hybrid work environment with flexibility based on the needs of the role and team.
• Medical, dental, and vision coverage, including HSA and FSA options.
• 401(k) with a generous company contribution.
• 18 days of paid time off plus 8 paid holidays.
• Access to a personal financial planner.
• Legal and life insurance benefits.
• Support for continuing education and professional development.
• Paid volunteer time to give back to the community.