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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