Client Relationship Advisor - Financial Planning Support

Financial Services of America; Troy (AL); On-site; USD 47,000 - 57,000; Full time

Benefits offered by this job

Health Benefits

401k

Paid Time Off

Paid Holidays

Paid Licensing

Job summary

Financial Services of America is seeking a Client Relationship Advisor, a client-facing, non-sales role focused on ongoing financial planning and service coordination. You’ll bridge our financial advisors and families, handling follow-up communications, account updates, and service delivery.

This in-person role at our Troy, MI headquarters emphasizes accuracy, organization, and professional communication. Requires at least 2 years in financial services and a Series 65 license (or willingness to

Qualifications

• 2 years of experience in financial services or client-facing operations.
• Must hold Series 65 license or willingness to obtain promptly.
• Excellent written and verbal communication skills.
• Strong attention to detail and accuracy in documentation and client records.
• Highly organized and capable of managing multiple moving parts in a fast-paced environment.
• Experience with CRM and planning software is a plus.
• Desire to grow professionally, including pursuing applicable licenses.

Responsibilities

• Meeting Preparation: update client records in ACCESS CRM, prepare financial reports, and organize documents for meetings.
• Client Communication: act as a trusted point of contact via phone and email.
• Account Servicing: manage transactions, transfers, withdrawals, and beneficiary updates with internal systems and third parties.
• Data Management: ensure timely and accurate client data entry and service notes.
• Service Coordination: oversee follow-up tasks and workflows tied to financial, investment, and insurance planning deliverables.
• Reporting Support: prepare investment summaries and financial snapshots for advisor presentations.
• Compliance Awareness: adhere to internal policies meeting regulatory and quality standards.

Skills

Client relationship management

CRM systems

Communication skills

Attention to detail

Microsoft Office

Regulatory awareness

Licensing (Series 65)

Education

Series 65 license

Tools

ACCESS CRM

MS Office Suite

Job description

Financial Services of America is seeking a Client Relationship Advisor, a client-facing, non-sales role focused on ongoing financial planning and service coordination. You’ll bridge our financial advisors and families, handling follow-up communications, account updates, and service delivery.

This in-person role at our Troy, MI headquarters emphasizes accuracy, organization, and professional communication. Requires at least 2 years in financial services and a Series 65 license (or willingness to