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