Service Advisor

Service Advisor at Bedell Frazier Investment Counselling Service Advisor at Bedell Frazier Investment Counselling in Rocklin, California Posted in 1 day ago.

Type:

full-time

Job Description:

Lead with Purpose. Partner with Impact. We are a professional, client-focused team dedicated to making a meaningful difference in the lives of those we serve. Our work is driven by a commitment to excellence, integrity, and long-term client success. This is an outstanding opportunity to join a respected firm in the financial services industry. We're seeking a collaborative, experienced professional who is interested in a long-term role contributing to the continued growth and evolution of a well-established investment management and financial planning firm. The ideal candidate will possess strong communication and relationship-building skills, meticulous attention to detail, a service-oriented mindset, and the ability to manage multiple priorities in a dynamic, fast-paced environment. This role requires a commitment to the highest standards of client service, professionalism, and ethical conduct. The successful candidate will be expected to operate with a strong understanding of regulatory requirements and a focus on delivering exceptional outcomes for our clients. Our office environment is fast-paced and mission-driven, with a culture centered on enhancing the financial well-being of our clients. What you'll

Do:

Serve as the primary point of contact to cultivate and enhance long-term client relationships Clearly communicate investment strategies and financial planning recommendations on an ongoing basis Lead client meetings with thorough preparation and manage all follow-up tasks in a timely manner Maintain accurate and detailed documentation of all client interactions Contribute to firm growth by fostering new client relationships Identify opportunities to consolidate external assets into the firm Regularly review and update clients' financial plans to ensure alignment with their goals

What You Bring:

Direct, Client Facing:

10 Years Required Series 65 (or equivalent) Required CFP Preferred Deep understanding of investments, financial markets, and planning strategies for high-net-worth individuals Unwavering client-first mindset Strong personal work ethic and sense of accountability Demonstrates respect and professionalism in all interactions High level of integrity and trustworthiness Exceptional relationship management skills, both written and verbal Operates in a fiduciary capacity, always acting in the best interest of the client Remains composed and solutions-oriented under pressure Proven ability to develop new relationships and convert prospective clients Active and empathetic listener Self-motivated and driven to excel Strategic thinker with strong problem-solving abilities and a forward-looking mindset Positive, enthusiastic attitude Flexible and adaptable to evolving client needs and firm priorities High energy with a proactive approach to challenges Creative thinker with a passion for continuous learning and professional growth Highly organized with strong attention to detail Discreet and dependable, with a strong understanding of confidentiality and compliance obligations