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Service Advisor

Greer, SC
Posted 2 months ago

A rapidly growing independent RIA firm in Greer, SC is seeking a Service Advisor to join their team.  

Job Responsibilities: 

  •  Work with existing clients 
  •  Annual reviews with top clients 
  •  Portfolio analysis 
  •  Finding new opportunities within the existing book 
  •  Opportunity to work with new clients 

Job Highlights: 

  •  No need for prospecting 
  •  Strong compensation plan—salary plus bonus on revenue 
  •  Growth potential within the firm 
  •  Experienced and comfortable presenting to clients required 
  •  Life Insurance License and Series 65 required  
  •  3-5 years of experience preferred 

Job Features

Job CategoryFinancial Advisor Opportunities

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