Service Financial Advisor

Vosberg Wealth Management; Glendora (CA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

401(k) with match

Paid time off

Paid holidays

Job summary

Vosberg Wealth Management in Glendora, CA, is seeking a detail‑oriented Service Advisor to maintain and deepen relationships with our existing client book. You will run review meetings, monitor plans, and ensure clients receive exceptional service without prospecting new business.

You will collaborate with the planning team on retirement income, Social Security, tax planning, Medicare, and investments, while handling account paperwork and CRM records.

Qualifications

• Bachelor’s degree preferred.
• 2+ years in financial planning or advisory role.
• Strong retirement planning knowledge: income, Roth, RMDs, Social Security, Medicare.
• Familiar with financial planning software (eMoney, MoneyGuidePro, RightCapital).
• Knowledge of tax planning software is a plus.
• Experience managing client relationships and communications.
• Experience with account paperwork and workflows.
• Strong communication, detail-oriented, and independent worker.
• Service-minded with a focus on client retention.

Responsibilities

• Serve as primary contact for an assigned book of clients.
• Run client review meetings annually and for life events.
• Monitor and adjust retirement income plans and withdrawals.
• Provide recommendations on retirement income, Social Security, tax, Medicare, and investments.
• Identify opportunities and proactively reach out to clients.
• Manage account paperwork and coordinate with custodians.
• Maintain accurate client records in CRM.
• Collaborate with planning and client service teams to prepare for meetings.
• Stay current on financial planning strategies and tax law changes.

Skills

Client relationships

Communication

Attention to detail

Independent work

Financial planning knowledge

Education

Bachelor's degree preferred

Tools

eMoney

MoneyGuidePro

RightCapital

Job description

Vosberg Wealth Management is a retirement-focused financial planning practice based in Glendora, CA. We specialize in helping individuals over 50 navigate retirement with confidence — covering everything from retirement income planning and Social Security to tax planning, Medicare, and investment management. As a fiduciary, we are committed to providing independent, personalized advice in the best interest of every client we serve. We take a structured, step-by-step approach to financial planning and pride ourselves on building lasting relationships with the people we work with.

Overview:

We are looking for an attentive, client-focused Service Advisor to manage and deepen relationships with our existing client base. This is a dedicated relationship-management role — you will not be responsible for business development or new client acquisition. Instead, you will be the ongoing, trusted point of contact for an assigned book of clients, running review meetings, monitoring their plans, and ensuring they continue to receive the high level of service they expect from our firm as we grow.

What You'll Do:

• Serve as the primary point of contact for an assigned book of existing clients
• Independently run client review meetings (annual reviews, plan updates, life-event check-ins)
• Monitor and adjust retirement income plans, withdrawal strategies, and investment allocations as needed
• Provide ongoing recommendations across retirement income, Social Security, tax, Medicare, and investment strategies
• Identify planning opportunities during the year (e.g., RMDs, Roth conversions, beneficiary updates) and proactively reach out to clients
• Manage account paperwork and coordinate with custodians
• Maintain accurate, up-to-date client records in CRM
• Collaborate with the planning and client service team to prepare for meetings and follow up on action items
• Stay current on financial planning strategies and tax law changes affecting retirees

This role is focused entirely on servicing and retaining existing relationships — it does not require prospecting, sales, or new business development responsibilities.

What We're Looking For:

• Bachelor's degree preferred
• 2+ years of experience in a financial planning or advisory role
• Solid understanding of retirement planning concepts — income planning, Roth conversions, RMDs, Social Security, and Medicare
• Familiarity with financial planning software (eMoney, MoneyGuidePro, RightCapital or similar)
• Knowledge of tax planning software a plus
• Experience managing client relationships and communication
• Experience with account paperwork and workflows
• Strong communicator — confident and reassuring in client-facing situations
• Detail-oriented, organized, and able to work independently
• Service-minded — motivated by client retention and satisfaction rather than sales or business development

What You'll Get:

• Base salary: $60,000 – $95,000 depending on experience
• 401(k) with match
• Paid time off and paid holidays

Schedule:

In office: Monday – Friday, 8:30am – 5:00pm