Service Advisor - Morton, IL

Advisors Excel, LLC; Morton (IL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Dental and vision coverage

Paid time off

Nine paid holidays

Educational reimbursement

Profit sharing

Advisor incentive trips

Career growth opportunities

Job summary

Advisors Excel, LLC is seeking a relationship-driven financial professional to join our wealth management practice. In a client-facing advisory role, you will manage existing relationships, deliver thoughtful financial guidance, and grow professionally within a collaborative team environment.

This position emphasizes personalized service, ongoing financial planning, and building lasting client relationships to impact clients’ financial futures.

Qualifications

• Approximately 1–3 years of experience in financial services, wealth management, financial planning, or a related client-facing role.
• Strong relationship-building, communication, and organizational skills.
• A client-first mindset and the ability to establish trust with individuals and families.
• Foundational knowledge of financial planning concepts and wealth management services.
• Relevant industry licenses and credentials; willingness to obtain additional credentials as needed.
• Attention to detail, accountability, and a commitment to delivering an excellent client experience.
• A collaborative attitude, openness to coaching, and enthusiasm for professional development.

Responsibilities

• Manage and strengthen relationships with existing wealth management clients.
• Support the implementation and ongoing management of personalized financial plans.
• Conduct client meetings and periodic financial reviews to assess goals, needs, and life changes.
• Respond to client questions, coordinate follow-ups, and ensure timely, thoughtful communication.
• Identify opportunities to deepen relationships and enhance the overall client experience.
• Collaborate with lead advisors, financial planning, operations, marketing, and client service teams.
• Maintain accurate client records and ensure consistent follow-through on commitments.
• Develop professionally while building the skills to take on greater responsibility and a larger client portfolio over time.

Skills

Relationship-building

Communication

Organizational skills

Education

Licenses & credentials

Job description

Build Relationships. Make an Impact. Grow Your Career.

The Opportunity

Are you a relationship-driven financial professional who enjoys helping clients navigate their financial futures? This is an opportunity to join a growing wealth management practice where personalized service, financial planning, and long-term relationships are at the heart of everything you do.

Step into a client-facing advisory role where you can manage existing relationships, deliver thoughtful financial guidance, and grow professionally within a collaborative, team-oriented environment.

This is more than a client service position—it’s an opportunity to build lasting relationships, influence clients’ financial futures, and grow into a trusted wealth management professional. Join a team that values collaboration, continuous learning, and exceptional client care. Bring your curiosity, relationship-building skills, and ambition—and discover what you can accomplish when your growth is supported by a team.

What You Will Do

• Manage and strengthen relationships with existing wealth management clients.
• Support the implementation and ongoing management of personalized financial plans.
• Conduct client meetings and periodic financial reviews to assess goals, needs, and life changes.
• Respond to client questions, coordinate follow-ups, and ensure timely, thoughtful communication.
• Identify opportunities to deepen relationships and enhance the overall client experience.
• Collaborate with lead advisors, financial planning, operations, marketing, and client service teams.
• Maintain accurate client records and ensure consistent follow-through on commitments.
• Develop professionally while building the skills to take on greater responsibility and a larger client portfolio over time.

What You Will Bring

• Approximately 1–3 years of experience in financial services, wealth management, financial planning, or a related client-facing role.
• Strong relationship-building, communication, and organizational skills.
• A client-first mindset and the ability to establish trust with individuals and families.
• Foundational knowledge of financial planning concepts and wealth management services.
• Relevant industry licenses and credentials; willingness to obtain additional credentials as needed.
• Attention to detail, accountability, and a commitment to delivering an excellent client experience.
• A collaborative attitude, openness to coaching, and enthusiasm for professional development.

What Will Set You Apart

• Experience supporting or managing an existing book of clients.
• The ability to anticipate client needs and deliver proactive, personalized service.
• A natural talent for building long-term relationships and communicating complex financial concepts clearly.
• A growth mindset and willingness to learn from experienced advisors.
• The ability to balance independent responsibility with strong teamwork.
• A genuine interest in developing into a trusted advisor who contributes to the long-term success of the practice.

Benefits & Rewards

• Competitive base compensation with potential revenue-sharing opportunities.
• Employer contribution toward health insurance.
• Dental and vision coverage options.
• 401(k) with an employer matching contribution.
• Approximately three weeks of paid time off and nine paid holidays.
• Potential educational reimbursement and professional development opportunities.
• Potential firm-wide profit sharing and advisor incentive trips.
• A collaborative work environment with opportunities for career growth and advancement.