Service Advisor

Bluespring Wealth Partners; Lincolnshire (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive pay

401(k) plan

Health insurance

Tuition reimbursement

Job summary

Kestra Financial is seeking a Service Advisor to deliver high-quality client service, financial analysis, and portfolio management support. You will review tax returns, assist with tax planning strategies, and use eMoney to analyze and maintain client plans.

You will collaborate with the Lead Advisor to ensure accurate implementation of recommendations and trade execution. The role requires 2+ years in financial services, familiarity with retirement accounts, and proficiency with Salesforce and

Qualifications

• 2+ years in financial services or wealth management
• Experience with eMoney strongly preferred
• Familiarity with retirement accounts (Traditional, Roth, SEP, SIMPLE)
• Experience reviewing tax returns and applying insights to financial planning
• Proficiency with Salesforce CRM, Black Diamond, and Microsoft Office
• Active Series 65 required
• CFP certification or pursuing CFP designation preferred
• CPA designation a plus

Responsibilities

• Meet with clients regularly to review plans, updates, and recommendations
• Collaborate with advisors and internal teams to refine financial plans
• Support plan reviews and updates based on life events, market changes, and regulatory updates
• Review client tax returns to identify planning opportunities and risks
• Assist Lead Advisor in implementing tax-efficient financial plans
• Prepare planning scenarios related to tax impact (e.g., Roth/RMD planning) and projections
• Develop customized financial strategies aligned with client goals (retirement income, wealth accumulation)
• Analyze financial data to support investments, retirement planning, and cash flow
• Maintain client data in eMoney and internal systems
• Identify gaps in plans and propose actionable solutions
• Prepare and present planning scenarios and cash flow analyses

Skills

Client service

Communication

Attention to detail

Problem solving

Time management

Education

Bachelor’s degree in Finance or Business

Tools

Salesforce CRM

Black Diamond

Microsoft Office

eMoney

Job description

Lead with Purpose. Partner with Impact. The Service Advisor is responsible for delivering high-quality client service, financial analysis, and portfolio management support. This role involves direct client interaction, reviewing tax returns, assisting with tax planning strategies, and leveraging financial planning tools such as eMoney to analyze and maintain comprehensive client plans. The Service Advisor works closely with the Lead Advisor to ensure accurate implementation of recommendations and execution of trades.

What You'll Do:

• Meet with clients regularly to review financial plans, updates, and recommendations
• Collaborate with advisors and internal teams to refine financial plans and ensure alignment with client objectives
• Support ongoing plan reviews and updates based on life events, market changes, and regulatory updates
• Review client tax returns to identify planning opportunities, tax efficiencies, and potential risks
• Assist the Lead Advisor in implementing tax-efficient financial plans
• Prepare and present planning scenarios related to tax impact, including strategies such as RMD planning and tax optimization
• Assist the Lead Advisor in developing customized financial strategies aligned with clients’ short- and long-term goals, including retirement income and wealth accumulation
• Analyze financial data to support recommendations around investments, retirement planning, and cash flow
• Maintain accurate and up-to-date client financial data within eMoney and internal systems
• Identify gaps in financial plans and recommend actionable solutions to improve outcomes
• Prepare and present planning scenarios and projections (e.g., retirement income modeling and cash flow analysis)

What You Bring:

• Bachelor’s degree in Finance, Business, or related field preferred
• 2+ years of experience in financial services or wealth management
• Experience with financial planning tools such as eMoney strongly preferred
• Familiarity with retirement account types (Traditional, Roth, SEP, SIMPLE IRAs) required
• Experience reviewing tax returns and applying insights to financial planning is a plus
• Strong client service and communication skills
• High attention to detail and accuracy in both operational and analytical work
• Ability to balance client interaction with transactional and analytical responsibilities
• Strong problem‑solving and critical thinking abilities
• Proficiency with Salesforce CRM system, Black Diamond portfolio management, and Microsoft Office
• Ability to manage competing priorities in a fast‑paced, deadline‑driven environment
• Active Series 65 required
• CFP® certification or actively pursuing CFP® designation preferred
• CPA designation a plus

Benefits:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long‑term growth within the firm
• Tuition reimbursement for qualified expenses

Equal Employment Opportunity

Kestra Financial is an equal‑opportunity employer and prohibits discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, or any other characteristic protected by law.