Retirement Planning Servicing Advisor — On-Site, Wilmington

Advisor Talent Solutions; Wilmington (NC); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Employer paid Life Insurance

401K with match after 90 days

Maternity & Paternity leave after 1 yr

Sick leave available immediately

Paid CE & Licensing

Licensing and Designation Support

Dog friendly office environment

Job summary

Carolina Retirement Planners, based in Wilmington, NC, is seeking a Servicing Advisor to manage existing client relationships, perform retirement plan reviews, and deliver personalized investment recommendations under leadership guidance. The role emphasizes accuracy, compliance, and client retention in a boutique wealth management setting.

The Servicing Advisor maintains files, prepares meeting materials, and conducts analyses to support tailored strategies for less complex clients.

Qualifications

• High School Diploma.
• 3+ years of experience in the financial industry or 2 years in an advisor capacity.
• Series 65 or equivalent.
• Life & Health Insurance Licenses preferred or ability to obtain within 60 days of start date
• Strong analytical, organizational, and communication skills
• Demonstrates strong proficiency across platforms and operating systems
• Ability to build trust-based client relationships with personalized service
• Self-starter who takes initiative and handles confidential information with integrity

Responsibilities

• Serve as the primary contact for existing clients seeking financial advice.
• Meet with clients to review retirement plans and present recommendations.
• Document discussions and delegate actions after meetings.
• Maintain client files and records for compliance.
• Prepare information for upcoming meetings.
• Perform case analysis and develop recommendations.
• Communicate needs with the Client Service team.
• Attend weekly staff and departmental meetings.
• Review methods for improvement.
• Assess timing of next client reviews and scheduling.
• Audit client databases for accuracy.
• Make outgoing client courtesy calls.
• Research investments for new products and services.

Skills

Analytical skills

Organizational skills

Communication skills

Self-motivated

Integrity

Education

High School Diploma

Series 65 or equivalent

Life & Health Insurance Licenses preferred

Job description

Carolina Retirement Planners, based in Wilmington, NC, is seeking a Servicing Advisor to manage existing client relationships, perform retirement plan reviews, and deliver personalized investment recommendations under leadership guidance. The role emphasizes accuracy, compliance, and client retention in a boutique wealth management setting.

The Servicing Advisor maintains files, prepares meeting materials, and conducts analyses to support tailored strategies for less complex clients.