Service Advisor

Windward Recruiting; Bellevue (WA); On-site; USD 90,000 - 130,000; Full time

Job summary

Windward Recruiting in Issaquah, WA is seeking a relationship-driven Service Advisor to join a team-oriented wealth management firm. You will inherit an established client base and excel at delivering high-touch service to clients, with a mix of virtual and in-person meetings.

Qualifications include a Bachelor’s in Finance or Economics, 3–7 years in wealth management or financial advising, and proficiency with planning tools such as eMoney and custodial platforms like Fidelity or Schwab.

Qualifications

• Bachelor’s degree in Finance, Economics, or a similar field.
• Excellent communication and relationship-building abilities for client interactions.
• Collaborative, team-oriented mindset with a professional drive to grow.

Responsibilities

• Act as a high-level relationship manager supporting clients with regional leadership.
• Inherit and manage an overflow book of business and assist with AUM growth.
• Provide direct client support including onboarding, financial planning, and transfers.

Skills

Relationship-building

Communication

Team collaboration

Education

Bachelor’s degree in Finance or Economics

Tools

eMoney

Fidelity

Schwab

Job description

We are seeking a relationship-driven Service Advisor to join a team-oriented firm in Issaquah, WA. This role offers the opportunity to inherit and grow an established client base and needs to excel in delivering high-touch service to clients.

DUTIES & RESPONSIBILITIES

• Act as a high-level relationship manager, supporting clients in collaboration with the regional lead and senior advisors.
• Inherit and manage an overflow book of business, assisting with up to $40-50M in additional AUM.
• Provide direct client support, including onboarding, maintaining financial plans, and monitoring transfers through custodians.
• Engage in client meetings (50% virtual, 50% in-person) with a focus on customized financial planning and investment management.
• Partner with operations staff to improve processes and enhance efficiencies, providing additional support in areas such as account maintenance and administrative tasks.
• Collaborate with other team members to build long-term client relationships and grow the firm through referrals and proactive outreach.
• Leverage tools like eMoney for financial planning and manage workflows efficiently and effectively to ensure client satisfaction.

QUALIFICATIONS

• Bachelor’s degree in Finance, Economics, or a similar field.
• Minimum 3-7 years experience in Wealth Management, Financial Advising, or similar.
• Proficiency with financial planning software (e.g. eMoney) and custodial platforms (e.g. Fidelity, Schwab, etc)
• A collaborative, team-focused mindset with excellent communication and relationship-building skills
• Driven, proactive, and motivated to grow professionally.
• Ability to work on-site in Issaquah, with proximity to Seattle. Flexibility in work location available pending performance and tenure.