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Job Description
Remote Status: On-Site
Job Id:
3835
# of Openings:
1
Pay Range: $75,000 - $100,000 per year
Service Advisor
Are you ready to elevate your financial services career in an environment that puts your growth and well-being first? At William Skillender Wealth Management & Tax Advisory in Brielle, NJ, we believe that as a Service Advisor your expertise in client service and your commitment to excel deserves a place where you can flourish.
We believe that a great retirement is about more than just money—it’s about truly enjoying life. We’re committed to helping others achieve these dreams—because it’s what we want for ourselves and our families, too. If you want to make a real difference in people’s lives while building a rewarding career, join us.
What You’ll Do
- Effectively prioritize and manage daily tasks and operational matters
- Provide proactive support to advisors and clients, anticipating needs and opportunities
- Accurately complete and process service requests in a timely manner
- Maintain and update client and account databases with precision
- Respond promptly and professionally to client inquiries
- Complete the opening, closing, and transfer of client accounts
- Generate, analyze, and deliver various reports for advisors
- Process financial transactions with accuracy and attention to detail
- Conduct follow-up communication with partners and clients as needed
- Assist advisors with comprehensive pre-appointment preparation
- Investigate and resolve issues related to new account openings, transfers, or amendments
- Conduct client meetings to review needs and options
What We’re Looking For:
- Must live within 20 minutes of our Brielle office (101 Union Ave Brielle, NJ 08730)
- 2+ years of financial services experience
- Insurance licensing preferred Series 6, 65 or higher, or willing to obtain
- Personable and outgoing
- Strong organizational skills and attention to detail
Bonus Points:
- Previous experience in processing confidential, detailed paperwork
- Previous client interaction in an office environment
What You’ll Get:
Pay & Perks:
- $75k - $100k based on experience (range includes bonus)
- Firm paid medical insurance, SEP IRA, and PTO
Schedule:
- In office: Monday – Friday, 8am-4pm
- Flexibility to accommodate client appointments during evening hours is preferred
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Pay Range: $75,000 - $100,000 per year
Apply for this Position