Service Advisor

A growing financial services firm in Bellevue, WA is seeking a dedicated Service Advisor! They are looking for a tech-savvy and passionate financial professional with at least 2 years of experience in a similar position who is looking to advance their career. This is a client-facing role in a dynamic and fast-paced office setting where you will manage a portfolio of clients, provide comprehensive financial advice, handle service requests, and overall work to ensure full client satisfaction. The firm is a great place to work that offers great benefits, free parking, an onsite gym and yoga studio, growth opportunities, and the chance to earn more through bonuses and commissions!

Salary Range: $70,000 - $80,000 / year DOE

Service Advisor Requirements:

• 2+ years of experience in financial services within a service advisor role
• Must hold a Series 65 (or Series 66/63) license
• Proficient in the language of RMDs, rebalancing, annuities, life insurance, and other related financial concepts
• Tech-savvy with strong proficiency in Microsoft Excel (formulas required)
• Familiarity with Schwab systems is a significant plus
• Strong interpersonal skills; must be client-facing, professional, and a great communicator
• Driven, ambitious, and eager to grow within the company
• Bachelor s degree in a related field is preferred
• State life and health insurance license is highly preferred (or willingness to obtain) is preferred
• Experience working with Schwab systems is preferred

Service Advisor Responsibilities:

• Manage and service a portfolio of approximately 300 active households, focusing on both RIA and insurance clients
• Conduct regular client meetings, including annual reviews, and ensure client goals align with financial plans
• Field and resolve client inquiries via phone and email, addressing their needs promptly and effectively
• Assist clients with retirement planning, beneficiary changes, and other routine servicing tasks
• Create and deliver video content for client education on topics like DocuSign and other financial tools
• Handle portfolio reviews, rebalancing, and reallocations
• Perform administrative tasks such as printing and mailing forms, and preparing for client meetings
• Contribute to the firm s goals by driving client satisfaction and identifying opportunities for service enhancements
• Participate in team meetings, staying aligned with company goals and action items

Benefits:

• Competitive salary + performance-based bonuses and commission opportunities
• Medical, Dental and Vision insurance
• PTO + PSL
• 401K Plan with match
• Access to onsite gym
• Free parking
• Professional development reimbursement
• Opportunity for growth into leadership roles

Apply now!

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