Jr. Service Advisor

GFG Solutions; Orlando (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

GFG Solutions in Orlando, FL is seeking a Service Advisor to join our wealth management team. You will help ensure meetings, documentation, and follow-up are handled accurately and efficiently, working closely with Lead Advisors and clients.

The role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities while collaborating with advisors and partners. In-person, full-time position with internal planning teams.

Qualifications

• Strong organizational and time-management skills.
• Strong attention to detail.
• Ability to manage multiple projects and deadlines.
• Proactive approach to problem-solving and follow-through.
• Comfortable working directly with clients and professional partners.
• Ability to collaborate effectively with advisors and internal teams.
• Experience in wealth management, financial planning, or a related field is a plus.

Responsibilities

• Attend client meetings and coordinate closely with the Lead Advisor's calendar.
• Take thorough meeting notes and document information for CRM case notes.
• Prepare case prep and follow-up requests for the team.
• Partner with Lead Advisor and Assistant to prep meetings.
• Attend weekly case reviews, planning dept, and advisor training meetings.
• Create and format client deliverables based on engagement scope.
• Finalize recommendations with Lead Advisor before presenting to clients.
• Support deliverables related to Tax and Legacy Planning.
• Coordinate document collection from clients.
• Implement planning recommendations with advisors and clients.
• Maintain thorough case notes and track progress of outstanding actions.
• Ensure clients are scheduled at appropriate cadence for annual reviews.

Skills

Organization

Time management

Client communication

Project management

Proactive problem solving

Team collaboration

Wealth management familiarity

Tools

CRM software

Job description

GFG Solutions | Orlando, FL | Full-Time | In-Person

GFG Solutions is seeking a Service Advisor to join our wealth management team and work closely with our Lead Advisors, clients, and internal planning team. This role is responsible for helping deliver a high level of service to clients while ensuring meetings, recommendations, documentation, and follow-up are handled accurately and efficiently.

The ideal candidate is organized, detail-oriented, proactive, and comfortable managing multiple priorities while working closely with advisors and clients.

What You'll Do

• Attend client meetings and coordinate closely with the Lead Advisor's calendar.
• Take thorough meeting notes and ensure information is properly documented for CRM case notes.
• Prepare and communicate case prep and follow-up requests to the appropriate team members.
• Partner with the Lead Advisor and Assistant to ensure all meeting preparation is completed before client meetings.
• Attend weekly case review, planning department, and advisor training meetings.
• Create, complete, and format client deliverables based on GFG's engagement and services.
• Work with the Lead Advisor to finalize recommendations before delivering them to clients.
• Support deliverables related:
• Tax Planning
• Legacy Planning
• Coordinate document and information collection from clients.

Implementation & Client Follow-Up

• Work with Lead Advisors and clients' professional partners to implement planning recommendations.
• Coordinate correspondence and meetings with clients and their professional partners.
• Maintain thorough case notes and track progress on outstanding recommendations and action items.
• Help ensure clients are scheduled at the appropriate cadence and that engagement requirements and annual portfolio review expectations are met.

Operations & Data Management

• Create and maintain a Monday.com board for each client in the Lead Advisor's book of business.
• Maintain planning team scorecard data.
• Track renewals, cancellations, new planning fees, and other planning activity.
• Implement and maintain internal planning processes established by GFG.

What We're Looking For

• Strong organizational and time-management skills
• Strong attention to detail
• Ability to manage multiple projects and deadlines
• Proactive approach to problem-solving and follow-through
• Comfortable working directly with clients and professional partners
• Ability to collaborate effectively with advisors and internal teams
• Experience in wealth management, financial planning, or a related field is a plus

Why GFG?

At GFG Solutions, we work closely with business owners and their families to help them make informed decisions around their wealth, business, and future. Our team values ownership, collaboration, continuous improvement, and delivering an exceptional client experience.

This is an opportunity to play an important role in the client experience while working alongside experienced advisors and a collaborative planning team.