At Legacy Wealth Management, we are dedicated to providing top-notch financial services and investment advice to our clients. We are currently seeking a motivated and detail-oriented Service Advisor to join our dynamic team. This role is pivotal in supporting our Lead Advisor and ensuring a seamless experience for our clients. This is a salaried position with opportunity for bonuses.
Minimum Requirements:
- Previous experience in processing confidential, detailed paperwork
- Preferred experience with client interaction in an office environment
- Proficient with MS Office Suite (Excel, Word, & Power point)
- Preferred: Active VA Life and Health Licensed or willingness to get license
- Active CFP or License to sell securities required
This position requires that you possess the following skills:
- Strong organizational skills and attention to detail
- Excellent communication – both verbal and written
- Self-directed initiative
- Process driven
- Develop, manage and retain strong client relationships
- Assist main Advisor with meeting individual and team goals
Responsibilities: Putting client needs first is deeply rooted in our culture and at the core of everything we do. As a Service Advisor, you will:
- Client Interaction: Conduct annual review of client accounts, maintain detailed client files, and manage daily client communications.
- Financial Analysis & Planning: Conduct financial analyses, develop financial plans, and provide customized investment recommendations with guidance from the Lead Advisor.
- Relationship Management: Deepen client relationships and engage with prospects and clients transitioning from the Lead Advisor.
- Investment Recommendations: Perform portfolio risk assessments and offer investment advice based on comprehensive research.
- Client Retention: Implement strategies to enhance client satisfaction and loyalty through excellent service.
Job Type: Full-time
Pay: $110,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
Supplemental Pay:
Experience:
- Financial Advisory: 2 years (Required)
License/Certification:
- VA Life, Annuities, and Health License (Preferred)
- Certified Notary Public (Preferred)
- CFP or Securities License (Required)
Work Location: In person
