Service Advisor - Wealth Management

Job overview

The Service Advisor is an onsite role in Bloomington, MN, with a salary range of $120,000 - $150,000 per year. This role supports a wealth management firm by providing personalized financial advisory services. This role exists to manage ongoing client relationships and provide comprehensive financial planning. The Service Advisor contributes to the firm's mission by delivering coordinated, long-term financial strategies and deepening client engagement.

What you'll do

• Manage client relationships, conduct financial planning, lead client meetings, manage portfolios, identify relationship expansion opportunities, and ensure regulatory compliance.

What we're looking for

Skills & competencies

contract

full-time

day shift

bloomington mn

wealth management

cfp

financial planning

advisory

finance

client service

no on-call

no weekends

Work arrangement

• Weekend coverage required

Benefits & perks

• $120,000 - $150,000 per year, 401k match, hybrid work, comprehensive benefits.

Why this role

CFP designation required, hybrid work model, access to personal financial planner, collaborative environment.

About the employer

Jobot is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.