Service Advisor - Wealth Management

Jobot; BLOOMINGTON (MN); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive compensation

Medical, dental, and vision coverage

401(k) with company match

Paid time off and holidays

Professional development

Job summary

Jobot is seeking an experienced CFP professional to join a collaborative wealth management team in a hybrid Minnesotan setting. You will manage a portfolio of clients, integrate retirement, tax, and estate planning into advice, and work with senior advisors to deliver tailored financial strategies.

The role emphasizes lasting client relationships, compliance, and ongoing advisory services, with a comprehensive benefits package and opportunities for professional development.

Qualifications

• Bachelor's degree or equivalent professional experience.
• CFP designation required.
• 5+ years of experience in financial planning, wealth management, or related advisory environment.
• Strong communication and interpersonal skills; client-facing capability.

Responsibilities

• Own and manage ongoing client relationships with proactive communication and planning.
• Conduct comprehensive financial planning across retirement, tax, estate, and investment planning.
• Prepare for and lead client meetings with clear, actionable recommendations.
• Serve as primary point of contact for client questions and service needs.
• Manage client portfolios including asset allocation and rebalancing.
• Collaborate with advisors and paraplanners to deliver coordinated solutions.
• Support business development and referral generation activities.

Skills

Interpersonal skills

Communication

Financial planning understanding

Client relationship management

Education

Bachelor's degree or equivalent

CFP designation

Tools

Schwab

Salesforce

MoneyGuidePro

Tamarac

Holistiplan

Job description

Build Lasting Client Relationships in a Collaborative Wealth Management Environment

Salary: $120,000 - $150,000 per year

A bit about us

Our client is a well-established, independent financial services and advisory firm headquartered in the Twin Cities, with a long history of serving successful individuals, families, business owners, and organizations. The firm brings together wealth management, financial planning, tax, accounting, and advisory expertise to provide clients with a coordinated, long-term approach to their financial lives.

Rather than operating as a transactional wealth management firm, the organization places a strong emphasis on ongoing relationships, proactive advice, and highly personalized service. Its advisors work collaboratively with clients and internal specialists to address investment management, retirement planning, tax strategy, estate planning, and other complex financial needs.

The firm has built its reputation around professionalism, personal relationships, and helping clients make informed decisions across every stage of their financial lives.

Why join us?

This is an opportunity for an experienced CFP® professional to take on a meaningful client-facing role within an established and collaborative wealth management organization.

As a Service Advisor, you will have the opportunity to:

• Own meaningful client relationships and serve as a trusted day-to-day advisor to a portfolio of clients.
• Go beyond investment management by incorporating retirement, tax, estate, cash-flow, and broader financial planning into client conversations.
• Work alongside experienced advisors and specialists, giving you access to a broader range of expertise when clients have complex needs.
• Build long-term relationships rather than focusing solely on transactions or product sales.
• Participate in client meetings and strategy development, with the opportunity to take ownership of the planning process.
• Identify opportunities to deepen existing relationships and introduce clients to additional resources within the organization.
• Join a culture that emphasizes collaboration, continuous learning, professionalism, and doing what is right for the client.
• Enjoy a hybrid work model along with a comprehensive benefits package and opportunities for professional development.

This is particularly attractive for someone who enjoys the relationship side of wealth management and wants to combine technical financial planning expertise with meaningful client interaction.

Job Details

The Service Advisor will manage ongoing client relationships while supporting more complex financial planning and advisory needs alongside senior advisors. This individual will serve as a trusted resource to clients, helping ensure their financial strategies remain aligned with their goals while delivering a consistently high level of service.

Key Responsibilities

• Manage and retain ongoing client relationships through proactive communication and financial planning.
• Conduct comprehensive financial planning and analysis across retirement, investment, tax, estate, and related planning areas.
• Prepare for and lead client meetings, translating financial strategies into clear and actionable recommendations.
• Serve as a primary point of contact for client questions, requests, and ongoing service needs.
• Manage client portfolios, including asset allocation and rebalancing.
• Monitor client circumstances and identify opportunities to improve or expand the relationship.
• Help maintain the firm's high client retention standards.
• Ensure recommendations and client interactions meet applicable regulatory and compliance requirements.
• Collaborate with financial advisors, paraplanners, and other internal professionals to deliver coordinated client solutions.
• Participate in business development and referral-generation activities.
• Stay current on investment markets, financial planning strategies, tax considerations, and regulatory developments.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 5+ years of experience in financial planning, wealth management, or a related advisory environment.
• CFP® designation required.
• Strong understanding of comprehensive financial planning, investment products, and applicable compliance requirements.
• Excellent analytical, organizational, and problem-solving abilities.
• Exceptional interpersonal and communication skills, including the ability to explain complex financial concepts in a clear, client-friendly manner.
• Ability to work independently while contributing effectively within a collaborative team.
• Strong organization and time-management skills with the ability to manage multiple client priorities.
• High level of professionalism, integrity, discretion, and commitment to client service.
• Experience with Schwab, Salesforce, MoneyGuidePro, Tamarac, or Holistiplan is a plus.

What You'll Receive

• Hybrid work environment with flexibility based on the needs of the role and team.
• Competitive compensation and comprehensive benefits.
• Medical, dental, and vision coverage, including HSA and FSA options.
• 401(k) with a generous company contribution.
• 18 days of paid time off plus 8 paid holidays.
• Access to a personal financial planner.
• Legal and life insurance benefits.
• Support for continuing education and professional development.
• Opportunities to give back to the community through paid volunteer time.
• A collaborative environment where individual growth and new ideas are encouraged.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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