Servicing Advisor

About Longview Advisors:

Longview is a boutique fee-only wealth management firm located in LaGrange, Georgia. We provide a full offering of wealth management services primarily to business owners, retirees, and professionals. Our platform includes: financial, retirement, and tax planning, investments and risk management. Being independent allows us to implement creative solutions to help solve our clients’ wants, needs, and pain points. We also have fully embraced technology to help with scale and efficiency in delivering our solutions.

Longview is seeking a Servicing Advisor with strong communication skills, an understanding of investments and financial planning, and a heart for relating to people. In this role, you'll be instrumental in influencing people and helping them achieve generational wealth management. If talking to people and guiding them energizes you, or you have a knack for relationship-building, and a passion for finance, this position offers a unique blend of responsibilities.

Client Relationship Management: Build and maintain robust relationships with existing clients ensuring their financial objectives are consistently met.

Investment Management: maintain proprietary investment strategies, including trading responsibilities, for clients.

Strategic Financial Planning: Offer comprehensive financial advisory services to clientele, understanding their needs and matching them with tailored solutions.

Market Analysis: Stay abreast of current market trends and shifts to inform business development strategies and provide updated financial advice.

Collaboration: Liaise with everyone in Longview to streamline service delivery, ensuring that new clients transition smoothly and existing ones receive unparalleled service.

Continuous Learning: Stay updated with the latest industry trends, regulatory changes, and financial products to provide top-notch advisory services.

Business Development: New clients are always welcome and there are incentives available for the Servicing Advisor if you bring new clients in. This is a minor aspect of the role.

Bachelor's degree in Finance, Economics, or related field. Master's or professional certifications (e.g., CFA, CFP) are preferred. High attention to detail. Looking for 3 years or more in wealth management with demonstrable skills in operations, trading and relationship management. Proficient in analyzing market trends and leveraging insights for business expansion.

A role that blends both personal fulfillment and importance to people’s lives. This is not a cubicle position. This is an opportunity to influence families across generations. Some flexibility in work hours with the understanding that it is an in-office role. Personalized coaching and support to help you maximize your ability to help clients. A path for building experience and skills over time.

Opportunities for professional development and growth. A collaborative, innovative, and inclusive work environment.

Apply here on Linked In

Email:
Dan Phillips () with these three things:

• Which 3 Core Value listed here do you most identify with and why?
• What specifically about Longview Advisors do you find intriguing?
• What specifically about this job’s responsibilities are attractive to you and your skillset?

Longview Advisors is proud to be an equal opportunity employer. We value diversity and strive for inclusivity in every facet of our organization.