Servicing Advisor

AppleOne Employment Services; Greenville (SC); On-site; USD 75,000 - 95,000; Full time

Job summary

AppleOne Employment Services in Greenville, SC is seeking a Servicing Advisor to deepen existing client relationships, provide thoughtful financial guidance, and support long-term planning. The role involves working with senior advisors, gradually transitioning into the primary relationship manager for a book of clients, with a focus on investments and insurance.

This is a collaborative, mentorship-driven environment that values trust, client service, and sustainable growth for both clients and

Qualifications

• 3 to 5 years of relevant financial advisory, wealth management, or client relationship experience.
• CFP certification is required.
• Series 7 license is required.

Responsibilities

• Manage and develop existing client relationships with a focus on retention and long-term planning.
• Attend client meetings and planning discussions with senior advisors.
• Gradually assume primary relationship manager responsibilities for assigned clients.
• Provide guidance on investments, insurance, and financial goals.

Skills

Relationship management

Communication

Consultative planning

Client service

Education

CFP certification

Series 7 license

Job description

Job Summary

We are seeking a Servicing Advisor for a direct hire opportunity in Greenville, SC. This role is ideal for a relationship-focused financial advisor who enjoys deepening existing client relationships, providing thoughtful guidance, and supporting long-term financial planning needs. The Servicing Advisor will work closely with senior advisors and established clients, gradually transitioning into the primary relationship manager for a book of business. This is a strong opportunity for an advisor who values mentorship, stability, professional growth, and a clear path to increased client ownership over time. This position offers a supportive, team-oriented advisory environment where collaboration, trust, and client service are central to success. The right candidate will have the opportunity to learn from experienced advisors, build lasting client relationships, and contribute to the continued growth and retention of a well-established client base.

Key Responsibilities

• Manage and develop existing client relationships with a focus on retention, trust, and long-term financial planning.
• Work alongside senior advisors during client meetings, planning discussions, and relationship transition activities.
• Gradually assume responsibility as the primary relationship manager for assigned clients.
• Provide guidance related to investments, insurance, and broader financial planning needs.
• Identify opportunities to expand client relationships through additional investment or insurance solutions.
• Support limited new client acquisition efforts while maintaining a primary focus on existing client service.

Compensation and Benefits

• Salary range: $75,000 to $95,000 per year.
• Salaried position with commission based on investments and insurance brought in.
• Direct hire opportunity.

Required Qualifications and Skills

• Manage and develop existing client relationships within a financial advisory setting.
• Support client transition planning from senior advisors to the next generation of relationship management.
• Participate in client meetings, planning conversations, and ongoing service reviews.
• Provide guidance related to investments, insurance, and client financial goals.
• 3 to 5 years of relevant financial advisory, wealth management, or client relationship experience.
• CFP certification required.
• Series 7 license required.
• Strong relationship management skills with a client-first approach.
• Ability to build trust with established clients and support smooth advisor transitions.
• Strong communication, listening, and consultative planning skills.
• Comfortable discussing investment and insurance solutions with clients.
• Professional, dependable, and motivated to grow within a relationship-focused advisory role.

Preferred Qualifications

• Experience working with an existing book of clients in a wealth management or financial planning environment.
• Background supporting senior advisors or participating in client transition and succession planning.
• Ability to identify appropriate opportunities for additional investment or insurance solutions within existing client relationships.
• Strong preference for candidates who enjoy client service, relationship development, and long-term advisory work over high-volume prospecting.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.