Service Advisor

Job Summary

Harrison Financial Services is seeking a highly skilled and knowledgeable Service Advisor to join our private wealth management group. This role will function as a liaison between our clients and our Lead Advisor team, providing exceptional service and client support.

General Responsibilities

• Build and maintain strong relationships with new and/or existing clients, serving as their primary relationship contact.
• Understand clients' unique financial goals, objectives, and risk tolerance to ensure personalized service and tailored solutions.
• Coordinate and facilitate client meetings, including preparation of meeting materials and follow-up communication.
• Collaborate with our Lead Advisor, Investments, and Insurance teams to develop comprehensive financial plans and strategies.
• Conduct periodic client reviews and proactively identify opportunities for optimization and rebalancing.
• Stay up-to-date with industry trends, economic developments, and regulatory changes to provide relevant and timely advice to clients.
• Provide all necessary information to facilitate a seamless onboarding process for new clients, ensuring efficient integration.
• Handle client account administration tasks, including processing transactions, managing account documentation, and resolving any account-related issues.

Desired Skills

• Strong knowledge of investment related products, asset allocation strategies, and financial planning principles.
• Detailed-oriented with strong organizational and time management skills.
• Proven history of building and maintaining client relationships.
• Ability to work independently and collaboratively in a fast-paced and dynamic environment.
• Excelling communication and people skills, with the ability to effectively explain complex financial concepts to clients.

Desired Education/Certification/Designation(s)

• Minimum of 5-10 years of experience
• Bachelor’s degree in finance, accounting, or related field.
• Series 7 & 63
• NE Life and Health Insurance License
• CFP Designation (preferred)