Onsite

A well-established financial services firm based in Oakbrook Terrace, IL is hiring a Senior Associate Service Advisor to support high-net-worth client relationships through all aspects of retirement and wealth planning. This is an ideal opportunity for a CFP with additional tax credentials (EA or CPA) who enjoys client service, values teamwork, and thrives in a high-touch, relationship-driven environment. The role is centered around delivering exceptional client experiences, supporting Senior Advisors, and assisting with financial, tax, and estate planning strategies, without the need for business development or selling. Candidates who are adaptable, committed, and eager to learn the firm’s proven systems will find tremendous growth potential here. The company offers a supportive and empowering culture, warm leads daily, and the chance to work closely with elite financial professionals.

Salary Range: $90,000 – $110,000 / year DOE + commission

Senior Associate Service Advisor Responsibilities:

• Partner with Senior Advisors to support clients in retirement, tax, income, and estate planning strategies
• Prepare materials and insights for daily client meetings and planning sessions with lead financial advisors
• Build and maintain long-term client relationships through frequent communication and strategic guidance
• Assist with onboarding new clients and ensuring a smooth transition into the firm’s planning systems
• Participate in client review meetings to help deliver a tailored, high-touch financial planning experience
• Answer client questions via phone and email while serving as a consistent point of contact and resource
• Help monitor financial plans and adjust strategies as clients’ goals, needs, or market conditions evolve
• Provide behind-the-scenes support to advisors, ensuring clients receive white-glove service at every step

Senior Associate Service Advisor Requirements:

• 7–10 years of experience in financial services, preferably with an RIA
• Certified Financial Planner (CFP) required
• Must be an Enrolled Agent (EA) or Certified Public Accountant (CPA)
• Active Series 65 or Series 66 license
• Strong communication skills and a client-focused mindset
• Comfortable with flexible hours, evenings, and occasional Saturdays
• Open to coaching and adopting company-specific systems and methods

Benefits:

• Health insurance coverage
• 401(k) plan with company match
• 2 weeks PTO plus paid holidays
• Professional development and training in a collaborative, growth-oriented culture

Be part of a trusted wealth planning firm hiring a dynamic Senior Associate Service Advisor to serve valued client relationships

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