Client Success Advisor – Retirement Planning & Care

Rea Financial; Orlando (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

At Rea Financial, we believe that the relationship with a client doesn't end when a plan is put in place—it deepens. The Advisor is the person who makes that belief real, owning the ongoing experience for existing clients and ensuring they are consistently heard, informed, and confident that their plan is working.

This role favors licensed, relationship-driven professionals who thrive on follow-through, communicate with warmth and clarity, and take pride in helping clients live long and finish

Qualifications

• 2–5 years of experience in a client-facing financial services or advisory role.
• Active Life & Health insurance license / 215

Responsibilities

• Own the annual and semi-annual client review process from scheduling through delivery — preparing materials, running meetings, and ensuring every client leaves with clarity and confidence.
• Maintain proactive outreach — check-ins and milestones that reinforce client confidence and prompt replies.
• Monitor and update client financial plans as life changes; assist with annuities, life insurance, and investment accounts as plans evolve.
• Maintain accurate, up-to-date CRM records and ensure all communications and disclosures meet compliance requirements.
• Collaborate with lead advisor and Client Service Associates to deliver a seamless client experience and surface improvement opportunities.

Skills

Client relationship management

Education

Bachelor's degree in finance, business, or related field

Job description

At Rea Financial, we believe that the relationship with a client doesn't end when a plan is put in place—it deepens. The Advisor is the person who makes that belief real, owning the ongoing experience for existing clients and ensuring they are consistently heard, informed, and confident that their plan is working.

This role favors licensed, relationship-driven professionals who thrive on follow-through, communicate with warmth and clarity, and take pride in helping clients live long and finish