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

This new team member will be responsible for the following:

• Prep Advisor for all client meetings.
• Collaborate with team members to coordinate tasks and ensure alignment across workflows, ensure assigned post meeting action items are completed in a timely manner.
• Oversee investment portfolio management and trading operations by collaborating with back-office CFA resources and institutional partners to maintain and update portfolio models in Eclipse and Orion. Execute trades, including periodic monthly distributions, client contributions, and annual RMDs, while ensuring accuracy and alignment with client objectives.
• Communicate investment decisions and trade rationale to clients in a clear and professional manner.
• Edit and maintain financial plans within eMoney Advisor, ensuring accuracy and alignment with client objectives.
• Work with back-office planning team to create and build out profiles and ensure the client data they input is accurate.
• Be the lead expert on software by keeping up to date with new features and understanding every function the software offers, update and maintain client profiles.
• Lead client meetings as needed, ensuring clear communication and alignment on planning strategies.
• Proactively identify, address, and resolve complex client issues with minimal oversight, and serve as a primary point of contact to ensure a seamless and positive client experience.