Client Experience Advisor, Financial Planning

BBF Wealth; New Jersey; On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

Development opportunities

Networking groups

Diversity and inclusion focus

Job summary

A financial planning firm seeks a Service Advisor to manage and deepen existing client relationships. You will ensure client satisfaction by providing high-touch service and addressing client needs without prospecting for new business. Key responsibilities include facilitating client meetings, conducting reviews, and communicating market updates. A Bachelor's degree and 3 to 6 years of experience are required, along with SIE and Series licenses. This role is based in New Jersey, with a salary range of $55,000 to $80,000.

Qualifications

• 3 to 6 years of general work experience required.
• Licenses: SIE, Series 7, Series 63, 65 and/or 66 as required by state.

Responsibilities

• Manage and deepen relationships with assigned clients.
• Schedule and facilitate client meetings to review portfolios.
• Provide updates on market trends and portfolio performance.

Skills

Client Relationship Management (CRM) software

Microsoft Office Suite

Effective communication

Education

Bachelor’s Degree

Job description

A financial planning firm seeks a Service Advisor to manage and deepen existing client relationships. You will ensure client satisfaction by providing high-touch service and addressing client needs without prospecting for new business. Key responsibilities include facilitating client meetings, conducting reviews, and communicating market updates. A Bachelor's degree and 3 to 6 years of experience are required, along with SIE and Series licenses. This role is based in New Jersey, with a salary range of $55,000 to $80,000.