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TW
The Well
Service Advisor
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Job Description
Service Advisor at The Well Service Advisor at The Well in Berkeley, Illinois Posted in 3 days ago.
Type:
full-time
We're Hiring:
Financial Service Advisor | Financial Advisory Firm (RIA)
Compensation:
$100K base plus bonus What if your next role gave you the chance to build real, lasting relationships with clients and their families, and to guide them through one of the biggest transitions of their lives? Our client is growing fast, and we're looking for a Service Advisor to join their Wealth Management team. What you'll do: Take ownership of a growing book of client relationships Guide clients on investments, tax, estate, risk, and cash flow planning Transition in alongside the primary advisor, typically within 1-3 client meetings Build your own pipeline through referrals and centers of influence What you bring: Bachelor's in Finance, Financial Planning, or a related field Series 65, Series 66, CFP, CFA, ChFC, or CIC Strong knowledge across financial products and a knack for explaining strategy clearly A genuine desire to grow relationships Why Our Client? Base pay of $100K plus bonuses Full benefits, including a 401(k) match, medical, dental, vision, PTO, and more Ready to make an impact? ! #Hiring #FinancialAdvisor #WealthManagement #RIA #FinancialPlanning #CFP #CareerOpportunity
Benefits
- Paid Time Off (PTO)
- 401(k) Plans
- Health Insurance
- Dental Insurance