Financial Advisor

Radium Search; Town of Florida (NY); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Life, Personal Accident, and Disability Insurance

Flexible Spending & Health Savings Accounts

401(k) Plan with Company Match

Generous PTO and Paid Holidays

Opportunities for career development

Job summary

A wealth management firm in Jupiter, Florida is seeking a passionate Service Advisor to build long-term relationships with clients and provide strategic financial advice. This role requires a Bachelor's Degree in Finance or related field and active financial certifications. You will manage client portfolios and provide comprehensive financial planning services. Offering a base salary of $100,000 to $120,000, the position also includes benefits such as insurance, flexible spending accounts, and career development opportunities.

Qualifications

• Bachelor’s Degree in Finance, Financial Planning, or a related field required.
• Active Series 65 or 66, and relevant certifications necessary.
• Proficiency in Microsoft Office and CRM tools needed.

Responsibilities

• Manage and grow assigned client relationships.
• Provide strategic financial advice to clients.
• Conduct regular reviews of client accounts.

Skills

Excellent communication

Relationship-building

Financial product knowledge

Proficiency in Microsoft Office

CRM tools proficiency

Growth mindset

Education

Bachelor’s Degree in Finance or related field

Active Series 65 or 66 license

CFP®, CFA®, ChFC®, or CIC certification

Life and Health Insurance License

Tools

Salesforce

Job description

Service Advisor

Location: Jupiter, Florida

Are you passionate about building long-term relationships with clients and guiding them toward financial freedom? An innovative and rapidly growing wealth management firm is seeking a Service Advisor to join their team and play a vital role in delivering comprehensive financial planning services.

What You’ll Do

As a Service Advisor, you’ll manage and grow assigned client relationships—providing strategic financial advice and holistic planning services.

You will collaborate with senior advisors to transition client communications and become the primary advisor over time.

Key Responsibilities

• Build lasting relationships with clients and their families
• Provide advice on investment strategies, estate and legacy planning, insurance, tax, and cash flow
• Conduct regular reviews of client accounts and financial plans
• Analyze client data to craft personalized strategies
• Create financial summaries, income projections, and performance reports
• Adjust portfolio strategies as clients’ needs evolve
• Proactively engage with clients and generate referrals

What You Bring

• Bachelor’s Degree in Finance, Financial Planning, or a related field
• Active Series 65 or 66, and one of the following: CFP®, CFA®, ChFC®, CIC
• Life and Health Insurance License (or willingness to obtain within 90 days)
• Proficiency in Microsoft Office and CRM tools (Salesforce preferred)
• Strong working knowledge of financial products and planning
• Excellent communication and relationship-building skills
• Growth mindset and a desire to help expand the client base

What's in It for You

• Base Salary of $100,000 to $120,000
• Life, Personal Accident, and Disability Insurance
• Flexible Spending & Health Savings Accounts
• 401(k) Plan with Company Match
• Generous PTO and Paid Holidays
• Opportunities for career development and long-term growth

Base Pay

$100,000.00/yr - $120,000.00/yr

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Customer Service