Client Service Advisor

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

Description

POSITION: Client Service Advisor

Location: Westbrook, CT

FLSA Classification: Exempt

Who We Are

At Retirement Income Source SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor. We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

The Client Service Advisor is a relationship-driven professional responsible for expanding client engagement and contributing to the firm’s revenue growth. This role blends financial consulting with proactive business development by nurturing existing client relationships and identifying new opportunities to onboard prospective clients. The ideal candidate possesses a strong foundation in financial services, exceptional interpersonal skills, and the ability to match client needs with tailored financial solutions. By leveraging the firm’s established expertise and resources, the Client Service Advisor plays a critical role in delivering value to clients while advancing the firm's business goals.

Key Responsibilities

• Analyze current client portfolios to identify opportunities for cross-selling and up-selling additional financial products and services
• Develop and execute personalized strategies to deepen relationships with existing clients and drive retention
• Proactively engage in marketing and outreach efforts to attract new clients through networking, referrals, and campaigns
• Conduct consultative meetings with prospects to assess financial goals and recommend tailored solutions
• Guide new clients through the onboarding process, ensuring a seamless and professional experience
• Meet or exceed individual sales goals and revenue targets through new business development and client expansion
• Maintain accurate and detailed records of client interactions, activity tracking, and progress toward goals
• Collaborate with internal teams to coordinate service delivery and ensure consistent, high-quality client experience

Benefits

• 100% employer-covered medical benefits and HRA account
• Dental & vision plans
• Short and long-term disability insurance
• PTO + 10 NYSE company holidays per year
• 401K with company match program
• Free onsite parking
• Company-provided laptop and required technology

The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.

Requirements

Must-Have Qualifications

Background and Education:

• Bachelor’s degree in Finance, Business, or a related field preferred
• Proven experience in financial services, client relationship management, or advisory roles
• Demonstrated success in sales, client acquisition, or revenue-generating positions

Technology Expertise:

• Proficiency with CRM systems (e.g., Salesforce) and financial planning software
• Comfortable using virtual meeting platforms and digital communication tools
• Strong knowledge of Microsoft Office Suite, particularly Excel and Outlook

Regulatory Awareness:

• Active Series 65 license or combination of Series 7 and 66 required
• Understanding of fiduciary responsibilities and compliance with SEC/FINRA regulations
• Commitment to maintaining continuing education and staying informed on industry regulations

Physical & Work Environment Requirements

• Ability to work for extended periods at a desk using a computer.
• Ability to lift up to 10 pounds if/when necessary.
• Routine use of telephone and email.
• Office-based role with potential travel to conferences, events, and satellite offices as needed.

Retirement Income Source SFG is an E-Verify employer.

Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications, and business needs.