Job Summary
The Servicing Financial Advisor is tasked with overseeing current client relationships while developing financial guidance alongside senior advisors. This role involves the execution of financial strategies, keeping track of client accounts, and working collaboratively with team members to deliver an outstanding client experience.
Responsibilities
- Manage and nurture existing client relationships.
- Formulate and implement financial plans in coordination with senior advisors.
- Monitor client accounts and provide updates as necessary.
- Collaborate with team members to enhance client satisfaction.
Qualifications
- Bachelor’s degree is required.
- Possession of a Series 65 license is mandatory.
- Must be able to acquire a Life & Health Insurance license within 30 days of employment.
- Strong proficiency in Microsoft Office applications.
- Excellent interpersonal and organizational abilities.
- CFP certification is preferred.
- Minimum of 3 years of relevant industry experience.
Vestia Personal Wealth Advisors provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
