Service Advisor

Job Description:

Our client is a Private Wealth Management group. Recent industry accolades include Forbes Best-In-State Wealth Management Team and Best-In-State Top Financial Security Professionals. Their mission is to empower clients to live and give in a way they never thought possible by fostering financial Clarity, Confidence, and Freedom.

This is a full-time on-site role for a Service Advisor located in Ames, IA. The Service Advisor role is a client-facing advisor role that gives you exposure to client meetings in the financial management industry. In this role, you will be accountable for ensuring a seamless client experience by ensuring client needs are well documented and that operational follow-through enables an excellent client experience.

In this role, your responsibilities include:

• Interacting with clients in financial meetings in-person, over zoom, and over email
• Owning a seamless client experience by note taking and debriefs post-meeting
• Maintaining proper work-flow through the Customer Relationship Management (CRM) process
• Creation of financial plans with support of a Lead or Private Wealth Advisor
• Meeting Preparation Review
• Secondary relationship manager for clients

* Roles and responsibilities may vary over time due to business needs

Qualifications & Key Attributes:

• Demonstrated ability to maintain effective working relationships with clients
• Highly motivated and passionate about serving people
• Operates with integrity:
  Places client needs first and foremost
• Sets high personal performance standards; achieves results with a high level of autonomy
• Strong communication, organization, and interpersonal skills
• Strong attention to detail and ability to multitask
• Experience in the financial services industry is a plus
• Bachelor's degree in Business, Finance, or related field
• Life & Health license required in first 6 months
• 63 & 7 required in first year

Compensation (base salary plus bonus) and a full benefits package.