Retirement Planning Client Advisor

Massey & Associates, Inc.; Warwick, Northern (RI, KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive pay

Medical, dental, and vision coverage

401K Plan

Personal Time Off

Job summary

Massey & Associates, Inc. in Warwick, RI is seeking a full-time Service Advisor to manage day-to-day client relationships, conduct portfolio risk analysis, and provide investment recommendations based on research.

The role requires excellent time management, attention to detail, and strong customer service, with proficiency in technology, in-office work. The position supports the team through client communications, meetings preparation, and documentation, offering growth opportunities in

Qualifications

• 3 years of prior experience in the financial industry.
• Must have RI Health and Life License.
• Must have Series 65 License.
• Full-time, in-office position with no remote work.

Responsibilities

• Answer questions from clients about accounts.
• Prepare for client meetings and planning discussions.
• Perform case analysis and develop investment recommendations.
• Portfolio analysis and monitoring.
• Maintain client files and records per retention policy.
• Assist with client update reports and mailings.

Skills

Interpersonal skills

Organized

Time management

Customer service

Technology skills

Education

RI Health and Life License

Series 65 License

Tools

Computer software

Job description

Massey & Associates, Inc. in Warwick, RI is seeking a full-time Service Advisor to manage day-to-day client relationships, conduct portfolio risk analysis, and provide investment recommendations based on research.

The role requires excellent time management, attention to detail, and strong customer service, with proficiency in technology, in-office work. The position supports the team through client communications, meetings preparation, and documentation, offering growth opportunities in