Fiduciary Retirement Client Advisor

Vosberg Wealth Management; Glendora (CA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

401(k) with match

Paid time off

Paid holidays

Job summary

Vosberg Wealth Management in Glendora, CA, is seeking a detail‑oriented Service Advisor to maintain and deepen relationships with our existing client book. You will run review meetings, monitor plans, and ensure clients receive exceptional service without prospecting new business.

You will collaborate with the planning team on retirement income, Social Security, tax planning, Medicare, and investments, while handling account paperwork and CRM records.

Qualifications

• Bachelor’s degree preferred.
• 2+ years in financial planning or advisory role.
• Strong retirement planning knowledge: income, Roth, RMDs, Social Security, Medicare.
• Familiar with financial planning software (eMoney, MoneyGuidePro, RightCapital).
• Knowledge of tax planning software is a plus.
• Experience managing client relationships and communications.
• Experience with account paperwork and workflows.
• Strong communication, detail-oriented, and independent worker.
• Service-minded with a focus on client retention.

Responsibilities

• Serve as primary contact for an assigned book of clients.
• Run client review meetings annually and for life events.
• Monitor and adjust retirement income plans and withdrawals.
• Provide recommendations on retirement income, Social Security, tax, Medicare, and investments.
• Identify opportunities and proactively reach out to clients.
• Manage account paperwork and coordinate with custodians.
• Maintain accurate client records in CRM.
• Collaborate with planning and client service teams to prepare for meetings.
• Stay current on financial planning strategies and tax law changes.

Skills

Client relationships

Communication

Attention to detail

Independent work

Financial planning knowledge

Education

Bachelor's degree preferred

Tools

eMoney

MoneyGuidePro

RightCapital

Job description

Vosberg Wealth Management in Glendora, CA, is seeking a detail‑oriented Service Advisor to maintain and deepen relationships with our existing client book. You will run review meetings, monitor plans, and ensure clients receive exceptional service without prospecting new business.

You will collaborate with the planning team on retirement income, Social Security, tax planning, Medicare, and investments, while handling account paperwork and CRM records.