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Senior Service Advisor

Westbrook, CT
Posted 7 months ago

A rapidly growing independent RIA firm in Westbrook, CT is seeking a Service Advisor to join their team and take over an existing book of business.

Job Responsibilities:

  • Work with existing clients
  • Client reviews
  • Portfolio analysis
  • Re-balancing
  • Finding new opportunities within the existing book
  • Opportunity to work with new clients

Job Highlights:

  • Existing marketing initiatives to attract new clients
  • Strong compensation plan—salary plus bonus on revenue
  • Full benefits
  • Growth potential within the firm
  • 3-5 years of experience preferred
  • CFP is a plus
  • Series 65 preferred

Job Features

Job CategoryFinancial Advisor Opportunities, Management/Leadership

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