Financial Advisor

Advisor Seekers LLC; Morton (IL); On-site; USD 50,000 - 70,000; Full time

Job summary

Advisor Seekers LLC is seeking a client-focused Service Advisor to support financial advisors and help clients navigate their financial needs with confidence. This role is ideal for a detail-oriented professional who enjoys solving problems, coordinating financial services, and delivering an exceptional client experience.

You will build relationships, manage client inquiries, assist with accounts, and collaborate with advisory and operations teams to ensure accurate records and timely follow-up,

Qualifications

• 1-4 years of experience in financial services, wealth management, client service, or a related administrative role.
• Strong communication, organization, and relationship-building skills.
• Excellent attention to detail and the ability to manage multiple priorities.
• A proactive, solutions-oriented approach to client service.
• Familiarity with financial systems, client records, and account documentation.
• The ability to handle confidential information with discretion and professionalism.
• A collaborative mindset and commitment to outstanding client support.

Responsibilities

• Build and maintain strong relationships with existing clients while providing responsive, personalized service.
• Support financial advisors with client requests, account maintenance, and ongoing relationship management.
• Coordinate client meetings, prepare documentation, and ensure timely follow-up on action items.
• Assist with account openings, transfers, money movement requests, and other account related needs.
• Respond to client inquiries and proactively communicate updates and next steps.
• Maintain accurate client records and ensure documentation is complete and organized.
• Collaborate with advisory and operations teams to resolve issues efficiently.

Tools

CRM systems

Financial planning platforms

Job description

The Opportunity

Are you passionate about helping people, building trusted relationships, and delivering exceptional service? An established wealth management firm is seeking a client-focused Service Advisor to support financial advisors and help clients navigate their financial needs with confidence. This role is ideal for a detail-oriented professional who enjoys solving problems, coordinating financial services, and delivering an exceptional client experience.

What You Will Do

• Build and maintain strong relationships with existing clients while providing responsive, personalized service.
• Support financial advisors with client requests, account maintenance, and ongoing relationship management.
• Coordinate client meetings, prepare documentation, and ensure timely follow-up on action items.
• Assist with account openings, transfers, money movement requests, and other account related needs.
• Respond to client inquiries and proactively communicate updates and next steps.
• Maintain accurate client records and ensure documentation is complete and organized.
• Collaborate with advisory and operations teams to resolve issues efficiently.

What You Will Bring

• 1-4 years of experience in financial services, wealth management, client service, or a related administrative role.
• Strong communication, organization, and relationship-building skills.
• Excellent attention to detail and the ability to manage multiple priorities.
• A proactive, solutions-oriented approach to client service.
• Familiarity with financial systems, client records, and account documentation.
• The ability to handle confidential information with discretion and professionalism.
• A collaborative mindset and commitment to outstanding client support.

What Will Set You Apart

• Experience supporting financial advisors or serving high-net-worth individuals and families.
• Familiarity with investment accounts, retirement planning, account transfers, and financial planning processes.
• Experience with CRM systems and financial planning platforms.
• A reputation for anticipating client needs and consistently following through.
• The ability to remain organized and responsive in a fast-paced environment.
• A genuine passion for building lasting relationships and making financial processes easier for clients.

Make a Meaningful Impact

Join a collaborative wealth management team where exceptional service and trusted relationships matter. Bring your organizational strengths, client-first mindset, and attention to detail to a role that helps clients feel supported throughout their financial journey.