Financial Services Client Growth Advisor

Retirement Income Source SFG; Westbrook (CT); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

100% employer-covered medical benefits

Dental & vision plans

Short and long-term disability insurance

PTO + 10 NYSE company holidays

401K with company match program

Free onsite parking

Company-provided laptop and required technology

Job summary

Retirement Income Source SFG seeks a motivated Client Service Advisor in Westbrook, CT. This full-time position requires a focus on expanding client engagement and driving the firm’s revenue growth through financial consulting and proactive business development.

The ideal candidate will possess strong interpersonal skills and a solid foundation in financial services, with a commitment to providing tailored solutions to client needs.

Benefits include employer-covered medical benefits, PTO, and a 401K match program.

Qualifications

• Proven experience in financial services or advisory roles.
• Demonstrated success in sales and client acquisition.
• Active Series 65 license or combination of Series 7 and 66 required.

Responsibilities

• Analyze client portfolios to identify cross-selling opportunities.
• Develop strategies to deepen client relationships.
• Engage in marketing efforts to attract new clients.
• Conduct meetings to assess financial goals and recommend solutions.
• Guide new clients through the onboarding process.

Skills

Client relationship management

Sales proficiency

Financial consulting

Networking

Education

Bachelor’s degree in Finance, Business, or a related field

Tools

CRM systems (e.g., Salesforce)

Microsoft Office Suite (Excel, Outlook)

Job description

Retirement Income Source SFG seeks a motivated Client Service Advisor in Westbrook, CT. This full-time position requires a focus on expanding client engagement and driving the firm’s revenue growth through financial consulting and proactive business development.

The ideal candidate will possess strong interpersonal skills and a solid foundation in financial services, with a commitment to providing tailored solutions to client needs.

Benefits include employer-covered medical benefits, PTO, and a 401K match program.