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Associate Service Advisor

Oakbrook Terrace, IL 60181

Posted: 03/30/2023 Employment Type: Permanent Category: Wealth Management Job Number: 17705 Pay Range: $50,000 - $75,000 DOE

Job Description

Our client in the financial services industry is look for an Associate Service Advisor to support their senior advisors.  The Associate Service Advisor will act as an assistant and is responsible for opening new advising accounts, managing and maintaining existing accounts, and working with clients to ensure satisfaction and retention.  This position is a full-time role that requires the ability to work onsite.

Pay Range: $50,000 - $75,000 DOE

  • Open new advising accounts and manage and maintain existing accounts
  • Work with clients during meetings to ensure their needs are met
  • Support senior advisors to ensure client satisfaction and retention
  • Create follow-up emails and take notes during meetings
  • Prep paperwork for clients, including emails and constructed plans
  • Conduct reviews for B to C level clients (lower level) and engage with clients if senior advisors are in a meeting or on a call
  • Use software tools, including Morningstar, Riskalyze, eMoney, tax software, tax planning software, and social security software

  • Bachelor's degree preferred but not required
  • 2-5 years of experience in financial services, investment management, insurance, RIAs, or financial planning firms
  • Series 65 preferred but not required; will provide training if necessary
  • Life insurance license preferred but not required
  • CFP or other financial planning certifications preferred
  • Ability to work onsite full-time

  • Health Insurance options – Eligible after 90 days
  • 401k with 3% match – Eligible after 90 days
  • PTO – 10 days
  • 8 Holidays
  • Commission for selling annuities or life insurance
  • Quarterly bonus

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