Our client is a dynamic, boutique wealth management firm in Westport, CT with a mission to educate the community on all things financial and empower others to live their best lives.
They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures.
The firm provides comprehensive financial planning, investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.
They are adding a Service Advisor to support the firm in Westport.
Responsibilities
- Sit second chair on senior advisor's client meetings for an initial transition period to build
- relationships with clients and understand and adopt the firm's financial planning philosophy.
- Conduct reviews for a client segment to ensure their investment, advanced planning, and insurance strategies are connected to their updated goals.
- Identify any new areas of business development for current clients including, but not limited to : planning and new assets, referrals and introductions, next gen, COIs, etc.
- Work with the investment, planning and operations teams to collaborate on analysis,
- recommendations, and service items.
- Shadow the director of financial planning to learn the financial planning process and the senior advisor to learn advanced planning strategies and techniques.
Qualifications
- Bachelor's degree
- 2-3+ years of financial planning experience
- CFP preferred (or obtain in first 18 months with the firm)
- Series 7 and 66 and LAH insurance license
- Have a desire to : Network and build meaningful relationships with executives, COIs, business owners, and high-net worth individuals, Be a confident and an effective communicator, Be coachable, Want to influence and contribute to a rapidly growing wealth management firm
- To succeed at this practice, these qualities are vital : Sense of urgency, Go-getter, Client-centric standards, Hard-wired to overdeliver, Revenue generator;
motivated to succeed by adding value to the firm, Detail oriented, Takes pride in job well done, Prepared, Process orientated, Proven track record of success with client generation and retention
Compensation
- $120,000 base salary with additional incentive compensation. $175,000-200,000 OTE
Revenue Officer (technical Services Advisor/reviewer) 12-month Roster - Amended
Provides customer service by explaining IRS policy and procedures, providing instructions and analyzing complex or unusual issues presented by taxpayers, practitioners and Service employees. This service is based upon interpretation and application of IRM procedures, regulations, court decisions, st...
Service Advisor
As a Service Advisor, you will own our customer’s experience in the service lane. From greeting vehicle owners on the driveline to explaining the repair process, our Service Advisors are true professionals who enjoy helping others. You are the first point of contact with our customers and will be we...
Automotive Customer Service Advisor
Contribute to the growth of the organization across all lines of business through customer engagement, expert product and service knowledge, follow-up, and follow through at the service desk, on the sales floor, and at the register. Responsible for the organization and productivity of the service bu...
Service Advisor - Part Time
As a Trek Service Technician/Advisor, no one day is the same as the last. You’ll troubleshoot repairs and service all kinds of bikes on the spot and install the awesome accessories customers select for their new bike! You’ll also be the first to have your hands on brand new models before they hit th...
Field Service Advisor III
Role Summary The Field Service Advisor will be responsible for overdelivering on the customer experience at our service locations. Apply sound problem-solving skills in order to maintain a high standard of quality to our customers Translate customer-reported service-related problems to actionable wo...
Service Advisor
The Service Advisor is the main liaison between customers and service technicians. The Service Advisors duty is "to merchandise time, mileage and maintenance. Grew from 12 to 31 service bays. Every piece of service equipment is new and state-of-the-art. ...
Automotive Service Advisor
Accredited training in service advisor skills, customer satisfaction and quality control. Automotive service advisor experience. Employee vehicle purchase plans (after 90 days of service). Meet with customers and determine their needs for repair and/or service of their vehicle. ...
Service Support Field Advisor
Role Summary The Service Support Field Advisors are the on-site liaison between the Centralized Service Support Operations Center and on-site Service Center Operations as well as the end-to-end point of contact for Rivian owners/fleet companies needing assistance with vehicle education, charging, an...
Service Advisor
The Service Advisor is responsible for service sales and gross profit, and for proper handling of service customers. By his/her actions, the Service Advisor influences the volume of service business and plays a key role in ensuring customer satisfaction. The Service Advisor is the dealership's first...
Financial Advisor
In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, nat...