Service Advisor - Ann Arbor, MI

Position:
Service Advisor

Firm:
Imber Wealth Advisors

Location:

Ann Arbor, MI

Do you excel at building long-term relationships, thoughtful planning, and serving as a dependable guide for clients? Are you proactive, detail-oriented, and committed to doing what’s right for the families you serve? If you are passionate about providing lasting advice with heart and excellence, we want to meet you.

Imber Wealth Advisors seeks a Service Advisor to support and strengthen relationships with our established client families. You’ll provide ongoing financial guidance, proactive outreach, and exceptional service, ensuring clients feel supported and confident in their retirement plans.

Our mission is to help people make great decisions for an amazing retirement. As a Service Advisor, you play a key role in delivering on that promise with consistency, preparation, and genuine care.

As our Service Advisor, you’ll be the main point of contact for assigned clients, managing all aspects of ongoing service and advice with a relational, analytical, and accountable approach.

• Serve as the primary point of contact and advisor for assigned client families
• Build, maintain, and deepen long-term client relationships
• Deliver ongoing advice and guidance aligned with Imber’s investment philosophy

• Prepare and conduct client review meetings focused on current retirement plan in place
• Ensure review emails are sent by Monday prior to scheduled review meetings
• Complete all meeting preparation by Friday before each appointment
• Gather account values, review portfolios, and prepare review summaries in advance
• Review plans and recommendations prior to client meetings with lead advisor
• If applicable, discuss changes with lead advisor before implementation

• Compile and analyze client data to support financial plans and recommendations
• Perform portfolio analysis and ongoing monitoring
• Develop and present customized recommendations aligned with client goals
• Identify opportunities for improved service, risk management, or planning strategies
  
  Answer client questions related to accounts, portfolios, and planning decisions

• Dictate and enter meeting notes into the CRM within 24–48 hours of client appointments
• Maintain accurate, compliant, and up-to-date client records
• Ensure documentation supports continuity, service quality, and regulatory standards

• Conduct weekly outreach calls to assigned clients
• Maintain proactive, consistent communication outside of scheduled review meetings
• Identify opportunities to strengthen relationships and anticipate client needs

• Participate in weekly team meetings and ongoing advisor training
• Maintain required licenses and complete continuing education
• Identify opportunities for personal and professional development
• Contribute insights on client trends, needs, and service opportunities

We’re looking for a relationship-first advisor who values preparation, consistency, and trust.

• 3-5 years in financial planning, investments, and portfolio management required
• Series 65 required
• Michigan Life and Health preferred or willing to obtain within 90 days
• Confident, warm, relationship-driven, and client focused
• Highly organized, detail-oriented with strong follow-through
• Proactive, thoughtful, and committed to continuous improvement

• $80,000 - $90,000 + bonus opportunities
• Health Insurance – 50% paid by firm
• Access to optional ancillary benefits:
  Dental, Vision, etc.
• 401(k) with a 5% company match after 3 months
• PTO and flex time
• Friday – lunch provided for team building and connection
• Professional development opportunities

• In office:
  Monday – Thursday, 8:45am – 5:00pm / Friday 8:45am‑3:00pm