Service Advisor/Paraplanner – Retirement Planning
The Role The Service Advisor/Paraplanner is responsible for owning day-to-day service relationships for clients, coordinating account and planning implementation, and supporting review meeting preparation and execution.
This is a great opportunity for someone who enjoys helping people, is proactive, precise, and enjoys being the person who makes sure things get done.
About Virtus Financial Group Virtus Financial Group is an independent financial advisory firm helping retirees live the life they deserve. We exist to close the gap between what’s possible and what’s real by simplifying complexity and helping clients build the freedom and courage to live the life they’ve worked so hard for.
Key Responsibilities
- Respond to client inquiries and service requests with strong follow-through.
- Build trust through proactive updates, clear next steps, and strong ownership of client requests.
- Assist Advisor(s) with pre-appointment preparation for assigned clients and prospects, including financial plans, reports, summaries, forms, account updates, client review materials, and overall meeting readiness.
- Attend client meetings as needed, document action items, and coordinate follow-up.
- Coordinate account servicing, including transfers, distributions, beneficiary updates, paperwork, and other account maintenance.
- Draft and send clear recap communications that summarize decisions, outline next steps, and reinforce client confidence.
- Maintain accurate client records, meeting notes, workflows, and follow-ups in the CRM.
- Coordinate with internal team members and third parties to resolve account issues quickly and professionally.
Required Qualifications
- 2+ years of experience in client service, operations, or support within financial services, wealth management, insurance, or a related professional environment.
- Strong client communication skills with the ability to explain processes and next steps clearly, reduce confusion, and build trust.
- Exceptional organizational and task-management skills with the ability to manage multiple priorities without sacrificing quality.
- Ability to obtain applicable licensing, such as Series 65 and/or Life & Health insurance, within a defined onboarding timeframe if not already held.
Preferred Qualifications
- Active Series 65 and/or Life & Health insurance licensing.
- Experience with CRM platforms such as WealthBox, custodial platforms, and financial planning or reporting tools.
What Success Looks Like Success in this role means clients feel known, informed, and taken care of. Advisors can rely on you to anticipate needs, prepare thoroughly, and follow through. Service items don't fall through the cracks, and clients consistently know what is happening, what they need to do, and what comes next.
You care about people, are someone who takes ownership, communicates proactively, pays attention to the details, and looks for solutions. You don't simply complete tasks, you help create a smoother, more confident experience for our clients and our team.
Pay: $55,000.00 - $70,000.00 per year
Benefits:
- Health insurance
- Paid time off
Work Location: In person
