Client-First Retirement Planning Advisor

Magellan Financial & Insurance Services, Inc.; Southlake (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services firm based in Southlake is seeking a Sales Service Advisor to manage and deepen client relationships while proactively planning for their retirement needs. This role emphasizes client-first service, ensuring strong trust and communication with clients. Applicants should possess financial licensing and a proven ability to advise clients effectively. The position comes with a competitive package of $80,000 base salary plus performance incentives and opportunities for leadership growth.

Qualifications

• Must have financial licensing and experience in servicing clients.
• Ability to manage client relationships with confidence and calmness.
• Strong detail orientation and commitment to follow-through.

Responsibilities

• Manage and deepen an existing book of business.
• Run client review meetings and refine retirement plans as needed.
• Identify planning gaps and coordinate next steps with the advisory team.
• Ensure exceptional client experience through effective organization.

Skills

Client-relationship strength

Planning mindset

Team player

Education

Financial licensing

Job description

A financial services firm based in Southlake is seeking a Sales Service Advisor to manage and deepen client relationships while proactively planning for their retirement needs. This role emphasizes client-first service, ensuring strong trust and communication with clients. Applicants should possess financial licensing and a proven ability to advise clients effectively. The position comes with a competitive package of $80,000 base salary plus performance incentives and opportunities for leadership growth.