Posted 02/09/2026
Job Number: 15519
Service Advisor
Bellevue, WA • Onsite
Industry: Financial Services
Job Category: Wealth Management
Job Type: Direct Hire
Salary: $75,000 - $90,000 / Annually
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Job Description
Position Title: Service Advisor
The Service Advisor plays a crucial role in managing client relationships within the financial services sector. This position involves both sales and service aspects, requiring a balance between closing new deals and nurturing existing client accounts. The advisor will handle a diverse portfolio of clients, addressing their needs and guiding them through various financial processes. Challenges include effectively communicating complex information to an older clientele and maintaining a high level of service. The ideal candidate will thrive in a collaborative and technology-driven environment, adapting to varying work hours as necessary to meet client demands.
Salary Range: $75,000 – $90,000 / Year DOE
Service Advisor Responsibilities:
- Manage a portfolio of approximately 300 active households, providing ongoing support and service
- Field calls and emails from clients, addressing inquiries and resolving issues
- Conduct regular client meetings to review financial goals and provide updates
- Guide clients through processes such as beneficiary changes and retirement planning
- Create educational video content for clients on various topics
- Perform annual reviews and proactive outreach to ensure alignment with client objectives
- Handle distribution requests and rebalancing of portfolios as needed
Service Advisor Requirements:
- Minimum of 2 years of experience in a service advisor role within financial services
- Possession of a Series 65 (or 66/63) license
- Knowledge of required minimum distributions, rebalancing, and annuities
- A state life and health license is mandatory
- Proficient in technology with a strong command of Excel
- Comfortable being filmed for client presentations
- A bachelor’s degree is preferred
- Experience with Schwab is preferred
Benefits:
- 80% of employee premium covered for health insurance through Gusto
- 401k plan with a 3% employer match after six months
- 15 days of paid time off plus 5 sick days
- Access to an on-site gym and yoga studio at no cost
- Free parking available
- Professional development reimbursement for licenses and designations
- Paid bank holidays
If you are a Service Advisor looking to take the next step in your career, apply now! #LI-SB1
Job ID: a0CUm00003lTxuXMAS
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