Client Service Advisor

Job overview

The Client Service Advisor role is onsite in Westbrook, CT; compensation is not specified. Retirement Income Source SFG provides education-driven financial planning to help clients understand options and align strategies with long-term goals. The role exists to deepen client relationships and contribute to firm growth through financial consultations and business development. The advisor reviews client portfolios, identifies relevant services, engages prospective clients, guides onboarding, tracks activity and goals, and coordinates service delivery with internal teams.

What you'll do

• Analyze client portfolios for cross-selling and up-selling opportunities
• develop strategies to deepen relationships and support retention
• conduct outreach and networking to attract clients
• assess prospects’ financial goals and recommend tailored solutions
• guide onboarding
• meet sales and revenue targets
• maintain client interaction records
• coordinate service delivery with internal teams.

What we're looking for

Skills & competencies

client service advisor

westbrook ct

retirement income source sfg

financial planning

client relationships

portfolio analysis

business development

client onboarding

sales goals

series 65

series 7

series 66

401(k) match

medical benefits

Work arrangement

• Weekend coverage required

Benefits & perks

• Employer-covered medical benefits and HRA, dental and vision plans, disability insurance, paid time off, 10 NYSE company holidays, 401(k) match, onsite parking, and company-provided laptop and technology.

Why this role

Requires an active Series 65 license or a combination of Series 7 and 66. The posting describes an office-based role with potential travel to conferences, events, and satellite offices as needed.

About the employer

Retirement Income Source SFG is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.