Service Advisor

Lead with Purpose. Partner with Service Advisor is responsible for delivering high-quality quality client service financial analysis and portfolio management support. This role involves direct client interaction reviewing tax returns assisting with tax planning strategies and leveraging financial planning tools such as eMoney to analyze and maintain comprehensive client plans. The Service Advisor works closely with the Lead Advisor to ensure accurate implementation of recommendations and execution of Youll Do:Meet with clients regularly to review financial plans updates and recommendationsCollaborate with advisors and internal teams to refine financial plans and ensure alignment with client objectivesSupport ongoing plan reviews and updates based on life events market changes and regulatory updatesReview client tax returns to identify planning opportunities tax efficiencies and potential risksAssist the Lead Advisor in implementing tax-efficient financial plansPrepare and present planning scenarios related to tax impact including strategies such as RMD planning and tax optimizationAssist the Lead Advisor in developing customized financial strategies aligned with clients short- and long-term goals including retirement income and wealth accumulationAnalyze financial data to support recommendations around investments retirement planning and cash flowMaintain accurate and up-to-date client financial data within eMoney and internal systemsIdentify gaps in financial plans and recommend actionable solutions to improve outcomesPrepare and present planning scenarios and projections (e.g. retirement income modeling and cash flow analysis)What You Bring:Bachelors degree in Finance Business or related field preferred2 years of experience in financial services or wealth managementExperience with financial planning tools such as eMoney strongly preferredFamiliarity with retirement account types (Traditional Roth SEP SIMPLE IRAs) requiredExperience reviewing tax returns and applying insights to financial planning is a plusStrong client service and communication skillsHigh attention to detail and accuracy in both operational and analytical workAbility to balance client interaction with transactional and analytical responsibilitiesStrong problem-solving and critical thinking abilitiesProficiency with Salesforce CRM system Black diamond portfolio management and Microsoft OfficeAbility to manage competing priorities in a fast-paced deadline-driven environmentActive Series 65 requiredCFP certification or actively pursuing CFP designation preferred CPA designation a plus