Client Growth Advisor for Financial Services

e of Retirement Income Source, LLC; Westbrook (CT); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

100% employer-covered medical benefits

Dental & vision plans

Short and long-term disability insurance

PTO + 10 NYSE company holidays

401K with company match

Free onsite parking

Company-provided laptop

Job summary

A financial services firm in Westbrook, CT is seeking a Client Service Advisor to enhance client engagement and contribute to revenue growth. The role requires a strong background in financial services, exceptional interpersonal skills, and proven success in sales. Responsibilities include analyzing client portfolios, building relationships, and driving new client acquisition. The ideal candidate will hold a relevant Bachelor's degree and possess an active Series 65 license or equivalent. This position offers comprehensive benefits, including employer-covered medical insurance and a 401K with company match.

Qualifications

• Proven experience in financial services or advisory roles.
• Demonstrated success in client acquisition and revenue generation.
• Active Series 65 license or combination of Series 7 and 66 required.

Responsibilities

• Analyze current client portfolios for cross-selling opportunities.
• Develop strategies to deepen client relationships.
• Engage in marketing to attract new clients.
• Conduct meetings to assess client financial goals.
• Guide new clients through onboarding.
• Meet individual sales and revenue targets.
• Maintain records of client interactions.
• Coordinate with teams for client service delivery.

Skills

Client relationship management

Sales experience

Interpersonal skills

Financial consulting

Market analysis

Education

Bachelor's degree in Finance, Business, or a related field

Tools

Salesforce

Microsoft Office Suite

Job description

A financial services firm in Westbrook, CT is seeking a Client Service Advisor to enhance client engagement and contribute to revenue growth. The role requires a strong background in financial services, exceptional interpersonal skills, and proven success in sales. Responsibilities include analyzing client portfolios, building relationships, and driving new client acquisition. The ideal candidate will hold a relevant Bachelor's degree and possess an active Series 65 license or equivalent. This position offers comprehensive benefits, including employer-covered medical insurance and a 401K with company match.