Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The Service Advisor role supports Lead Advisors by managing client account administrative tasks and ensuring excellent client service within a wealth management setting.
Responsibilities and impact
The Service Advisor provides operational support to financial advisors, prepares client meeting materials, supports office initiatives and events, manages client information, engages with clients regularly, and adheres to compliance standards.
Compensation and benefits
The salary ranges from $60,000 to $75,000 with a hybrid work schedule of three days in the Midtown office and two days remote.
Experience and skills
Candidates need a BA or BS degree, 1-3 years in financial services focusing on client service and financial planning, Series 7 license (or to be obtained within 60 days), strong organizational and interpersonal skills, and a commitment to client service; progress towards CFP or CPWA is preferred.
Career development
The role encourages ongoing skill growth and knowledge acquisition in wealth management, with preferred progress towards financial designations like CFP within three years.
Work environment and culture
The position involves working productively with clients, peers, and team members, representing the firm's brand, and maintaining familiarity with industry trends in a hybrid office environment.
Company information
Lead Advisor is a wealth management consulting and search firm based in New York, NY, facilitating hires for client companies.
Team overview
The Service Advisor works under the supervision of Associate Lead or Lead Advisors as part of a relationship team supporting firm clients.
Job location and travel
The job is located in Midtown, New York, NY, with a hybrid schedule of three days in office and two days remote.
Unique job features
The role uniquely combines client service, operational support, and compliance adherence within a wealth management consulting context, offering hybrid work flexibility.
Company overview
Lead Advisor is a consulting firm specializing in providing strategic business advice and solutions to companies across various industries. They generate revenue through consulting fees, project management, and advisory services, focusing on enhancing operational efficiency, financial performance, and market positioning for their clients. Founded by industry veterans, the company has a history of delivering high-impact results and fostering long-term client relationships. Notable for its data-driven approach and innovative methodologies, Lead Advisor has established itself as a trusted partner for businesses seeking sustainable growth and competitive advantage.
How to land this job
Position your resume to emphasize your experience supporting financial advisors and managing client accounts, highlighting your ability to handle administrative tasks and ensure smooth client interactions at Lead Advisor.
Highlight your strong organizational skills, attention to detail, and commitment to exceptional client service, as well as any familiarity with financial planning or sales within the financial services industry.
Apply through multiple channels including Lead Advisor’s corporate career site and LinkedIn to maximize your application’s visibility for the Service Advisor role.
Connect with current employees or team members in the wealth management or advisory divisions at Lead Advisor on LinkedIn, using ice breakers such as commenting on recent company initiatives or asking about their experience working in the Midtown office hybrid environment.
Optimize your resume for ATS by incorporating keywords from the job description like 'client service,' 'financial planning,' 'organizational skills,' 'compliance standards,' and 'Series 7,' ensuring your resume passes initial automated screenings.
Utilize Jennie Johnson’s Power Apply feature to automate application submissions across multiple platforms, tailor your resume to the job description, and identify LinkedIn connections to network with, allowing you to focus more effectively on preparing for interviews and skill development.
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