Service Financial Advisor

Overview

We are a well-established wealth management firm seeking a motivated, detail-oriented Service Financial Advisor to join our growing team. This individual will work in close partnership with the Founder/Lead Financial Advisor as well as the Director of Operations and play a critical role as the bridge between our client-facing team and in-house operations.

The Service Financial Advisor is integral to delivering an exceptional client experience—supporting financial planning efforts, maintaining strong client relationships, and ensuring seamless execution and follow-up. This role is ideal for someone who thrives in a collaborative environment, values service excellence, and is eager to grow within a respected advisory practice.

In return, we offer flexibility, a supportive and high-performing team culture, and meaningful opportunities for professional growth. Career paths may include advancement into Senior Service Advisor, Financial Advisor, or Investment Operations roles.