Client Relationship Advisor – Financial Planning

Sortino Financial Group; Maryland; Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Flexible work environment

Growth potential

Professional development

Direct client interaction

Job summary

A financial advisory firm is seeking a Service Advisor to strengthen client relationships and guide financial decisions. This role involves leading client meetings, supporting ongoing planning, and collaborating with internal teams to ensure client success. Ideal candidates will have a CFP® certification and 3-7 years of experience in financial services. The position offers a flexible work environment and opportunities for professional growth.

Qualifications

• CFP® certification, equivalent designation, or having met the CFP experience requirement.
• 3-7 years of experience in the financial services industry, ideally with client-facing exposure.
• Comfort level engaging directly with clients.

Responsibilities

• Lead and support client meetings with clear communication and timely follow-up.
• Maintain accurate CRM records and meeting notes.
• Coordinate with planning staff and external professionals.

Skills

Interpersonal skills

Organizational skills

Project management

Tech-savviness

Education

CFP® certification or equivalent

3–7 years of financial services experience

Tools

Financial planning software

CRM systems

Microsoft Office

Job description

A financial advisory firm is seeking a Service Advisor to strengthen client relationships and guide financial decisions. This role involves leading client meetings, supporting ongoing planning, and collaborating with internal teams to ensure client success. Ideal candidates will have a CFP® certification and 3-7 years of experience in financial services. The position offers a flexible work environment and opportunities for professional growth.