Financial Services Advisor

Journey Wealth Strategies; Ridgeland (MS); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services firm in Ridgeland, Mississippi, is seeking a Service Advisor to assist with day-to-day operations and provide wealth management services. The ideal candidate is a licensed professional skilled in financial planning and experienced with high-net-worth clients. This role requires exceptional communication, organization, and technical proficiency with financial tools. Competitive salary and performance bonuses are offered, with applications accepted until February 15th.

Qualifications

• Licensed professional providing wealth management services.
• Experienced in using financial planning tools.
• Background in financial services with high-net-worth clients.

Responsibilities

• Assist with day-to-day operations of the firm.
• Provide counsel and wealth management services.
• Maintain high-level client relationships.

Skills

Attention to Detail

Fine-Tuned Communication

Organizational Skills

Technical Proficiency

Record-Keeping Ability

Tools

Financial Planning Software

CRM Systems

Job description

The Service Advisor will assist with the effective day-to-day operations of the firm. This position is ideal for a Licensed professional who can provide world-class counsel and wealth management services to our private client group. The successful candidate should be skilled and experienced in using financial planning tools and software/technology. Journey Wealth is committed to our established high-level and trustworthy client relationships. Additionally, experience working in financial services with a management team and high-net-worth clients would be assets.

Skills

• Attention to Detail. Obsession with accuracy and completing complex tasks.
• Fine-Tuned Communication. Ability to build and maintain a connection and trust with clients.
• Organizational: Ability to manage multiple projects simultaneously. Manage time effectively in a dynamic, fast-paced environment.
• Technical Proficiency: Working knowledge of financial planning software and CRM systems.
• Exceptional note-taking and record-keeping ability.

Compensation

Salary Commensurate with experience, competitive market rate, plus team performance bonuses. Position will remain open until February 15th.