Posted 01/15/2026
Job Number: 15277

Service Advisor

Houston, TX Onsite

Industry:  Insurance

Job Category: Administrative

Job Type:  Direct Hire

Salary:  $70,000 - $75,000/Annually

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Job Description

A Houston-based, full-service wealth management and financial planning firm is hiring a Service Advisor to support high-net-worth clients and elite Wealth Advisors in a high-touch, fast-moving environment. This role owns client service execution. From account openings and transfers to insurance underwriting coordination and complex trust registrations, this role serves as a trusted point of contact for day-to-day client needs. You will work deep in the details, manage significant volume, and ensure every client interaction is handled with precision and polish. They are looking for a sharp, collaborative client-service professional with experience in an RIA or similar wealth management environment, comfort supporting ultra-high-net-worth clients, and the confidence to manage complexity without dropping the ball.

Service Advisor Responsibilities:

  • Serve as a primary contact for client service requests and account-related inquiries
  • Schedule and prepare materials for client review meetings
  • Open, maintain, and update client accounts across multiple registrations and entities
  • Process onboarding paperwork for advisory accounts, financial plans, insurance, and annuities
  • Manage insurance underwriting workflows, including medical records and carrier coordination
  • Initiate and track asset and money movements
  • Support complex trust structures, including irrevocable trusts and IDGTs tied to insurance strategies
  • Maintain accurate records and documentation in Salesforce and paperless filing systems
  • Monitor custodian alerts and proactively resolve issues
  • Partner closely with Wealth Advisors and internal teams to ensure seamless execution
  • Assist with special projects as needed in a high-volume, high touch setting

Service Advisor Requirements:

  • 3+ years of experience in an RIA or wealth management firm serving high-net-worth clients
  • Experience supporting clients with $10M–$250M net worth or $500K+ annual income
  • Bachelor’s degree preferred
  • Strong working knowledge of life insurance in a wealth management context
  • Proven ability to open and fund accounts across complex registrations and trust structures
  • Experience with Salesforce or similar CRM, plus portfolio and document management systems
  • Highly organized, detail-driven, and able to manage volume without sacrificing quality
  • Excellent written and verbal communication skills
  • Clean broker check required Series 65 or equivalent (7 or 66)

Benefits:

  • 10% salary bonus paid quarterly
  • Quarterly profit-sharing bonus
  • 100% employer-paid medical insurance for the employee
  • Dental and vision coverage
  • 401(k) with safe-harbor match
  • Unlimited PTO
  • Standard holidays plus additional time around Thanksgiving and Christmas
  • Strong commitment to work-life balance in an onsite, team-oriented environment
  • Clear track record of promoting from within

If you thrive in a collaborative culture, enjoy mastering complex client work, and want to sharpen your skills alongside elite advisors in a high-performance RIA, this role will push you and reward you. Apply now! #LI-SB1

Job ID: a0CUm00003e4WPaMAM

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