Client Service Specialist – Licensed

Advantage Retirement Group in Fort Myers, FL is a rapidly expanding financial planning firm committed to delivering comprehensive, high-touch wealth management solutions. We are seeking an experienced and licensed Client Service Specialist to join our team.

The primary responsibility of this role is to support our existing clients and advisory team through prompt service, accurate administrative support, and proactive communication. This includes handling service requests, preparing prospecting materials, client review materials, maintaining client data with precision, scheduling appointments, and making outbound calls to clients, leads, and prospects. The role also supports advisors with financial planning software and assists in select client‑facing interactions such as reviews and service meetings.

• Ability to thrive in a fast‑paced, team‑oriented environment
• Strong organizational skills and the ability to manage competing priorities
• Excellent verbal and written communication
• High attention to detail and accuracy
• Proactive work ethic with consistent and reliable follow‑through
• At least one active license required (Series 65 or FL 214/215)
• Ability to obtain an additional required license within 6 months is expected
• Financial industry experience required
• 2+ years of experience supporting a Financial Advisor in a fast‑paced office
• Proficiency with MS Office Suite and the ability to learn new software quickly
• CRM experience required

• Handle incoming client service calls with professionalism and a friendly demeanor
• Take ownership of each service request and ensure timely resolution
• Prepare detailed client review summaries and meeting materials
• Maintain timely, professional communication with clients and internal staff
• Assist with client updates, reports, and mailings
• Schedule client appointments and support the advisory team’s daily workflows
• Contribute to financial plan preparation using firm software tools

Salary: $70,000 – $75,000 (commensurate with experience)

• 401(k) with employer match (100% on first 3%, 50% on next 2%)
• Paid Time Off (PTO)

• Monday–Friday | 8:30 AM – 4:30 PM
• Availability for two evening client events per month

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with hiring needs. We are not the employer for this position; your employer will be the hiring business. Our team is your main point of contact and will guide you through the application process.

Associate

Full-time

Administrative and Customer Service