Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The Service Advisor at E.A. Buck Financial Services is responsible for managing a personal client base, processing new business applications, and coordinating client interactions to ensure efficient office operations.
Responsibilities and impact
Daily responsibilities include managing client relationships, processing applications, ensuring compliance with regulations, and providing exceptional customer service while meeting sales goals.
Compensation and benefits
The salary ranges from $70K to $80K with uncapped monthly commissions, along with benefits including a 401k with a 3% company contribution, pre-paid health insurance, paid holidays, and PTO.
Experience and skills
Candidates should have a preferred bachelor's degree, 5+ years of financial industry experience, and relevant licenses such as CFP, Life & Health, and Series 65 or 7 & 66.
Career development
Opportunities for professional growth include attending workshops and meetings, as well as continuous education through financial literature.
Work environment and culture
The company values customer-first service and emphasizes teamwork and communication among its staff.
Company information
E.A. Buck Financial Services is an established firm located in Honolulu, HI, focused on providing wealth management services and maintaining a strong client relationship.
Team overview
The team consists of financial advisors and support staff working collaboratively to provide exceptional service to clients.
Job location and travel
The position is based in Honolulu, HI, requiring in-office attendance from Monday to Friday, 8 am to 5 pm.
Application process
Interested candidates should apply through the provided link, ensuring to include necessary documentation as specified in the job posting.
Unique job features
The role offers unique opportunities to work with advanced planning tools and a focus on delivering an EPIC client planning experience.
Company overview
E.A. Buck Financial Services is a comprehensive financial advisory firm specializing in wealth management, retirement planning, and tax strategies. Founded in 1980, the company has built a reputation for personalized financial planning and investment advice tailored to individual client needs. They generate revenue through advisory fees, commissions on financial products, and tax preparation services. Key historical milestones include their expansion into multiple states and the development of proprietary financial planning tools.
How to land this job
Tailor your resume to highlight your superior customer service skills and detail-oriented approach, emphasizing your ability to manage a personal client base and provide an EPIC planning experience.
Showcase your experience in processing new business applications and coordinating with financial advisers, as this is crucial for the Service Advisor role.
Apply through multiple platforms, including E.A. Buck Financial Services' corporate website and LinkedIn, to maximize your chances of being noticed.
Connect with individuals in the financial services division at E.A. Buck on LinkedIn, using ice breakers like asking about their experience with EPIC planning or expressing admiration for the company's client-first philosophy.
Optimize your resume for ATS by incorporating keywords such as 'client coordinator', 'financial industry experience', and 'EPIC planning' to ensure it passes through initial screenings.
Consider utilizing Jennie Johnson's Power Apply feature, which can handle resume optimization, application submissions, and LinkedIn connections, allowing you to focus more on your job search strategy.
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