Service Advisor

We are seeking a motivated and experienced Financial Advisor to join our team in Independence, OH. The ideal candidate will have a passion for helping clients navigate their financial journeys and a strong understanding of financial planning, investment strategies, and wealth management. This role will have an emphasis on serving clients within a team environment in addition to new client development.

Key Responsibilities

• Develop and maintain long-term relationships with clients.
• Provide personalized financial advice and create tailored financial plans.
• Conduct regular reviews with clients to ensure their financial goals are being met.
• Maintain the team’s client service model, directing the onboarding processes, and deepening the client relationship with a subset of already established clients.
• Support the other advisors in the team to further develop and enhance existing client relationships.
• Act as a key point of contact for clients on any non-administrative requests/needs.
• Prepare client meeting materials including financial planning, asset allocation, and investment performance reports. Following internal guidelines regarding processes and procedures related to compliance regulations.
• Stay up-to-date with market trends and regulatory changes.  

Qualifications:

• Bachelor’s degree in Finance, Economics, or a related field.
• Certified Financial Planner (CFP) designation preferred.
• Series 65 license.
• Proven experience as a Financial Advisor or similar role.
• Strong knowledge of financial planning, and wealth management. Strong relationship management skills.
• Ability to communicate effectively with advisors, clients and internal departments.
• Adept at presenting complex topics in understandable terms.
• High level of integrity and professionalism.
• Familiarity with CRM and Financial Planning technology.  

What We Offer:

Competitive salary and performance-based bonuses. Comprehensive benefits package, including health, dental, and 401(k). Paid time off, including vacation, sick, holidays and personal days. Opportunities for professional development and career advancement. Supportive and collaborative work environment.  

About Us:

Advance Capital Management is a fee-only RIA, serving more than 7000 households across the country, with more than $4 billion in AUM.  For more than 35 years, we’ve helped people feel more confident in achieving their most important financial goals through our financial planning and investment management services. Our team is passionate about helping our clients live their ideal lives. From the start, our guiding principle was to care for people and their needs in the same way you would a family member or close friend. We are proud to have been recognized in the industry by Barrons, Forbes, Investment News and Financial Advisor magazines.