Service Advisor
Fair Winds Wealth Strategies Fair Winds Wealth Strategies Duncansville, PA Duncansville, PA Full-time Full-time $68,000 - $80,000 a year $68,000 - $80,000 a year 10 days ago 10 days ago 10 days ago Service Advisor at Fair Winds Wealth Strategies Join our dynamic financial services team at Fair Winds Wealth Strategies, where we've evolved from a family business into a family-like team.
We're expanding and looking for a Service Financial Advisor to enhance our client-focused approach.
Who We Are Fair Winds Wealth Strategies is a forward-thinking wealth management team that provides accessible financial management solutions.
We are committed to helping our clients achieve their aspirations and financial well-being with clarity, integrity, and exceptional service.
Integrating resources and technology, , we strive to deliver a stress-free and fulfilling financial journey for each client who partners with us.
Fair Winds Wealth Strategies is part of the Wells Fargo Advisors Financial Network.
It is one of fastest-growing, hybrid financial services platforms in the country.
It combines the unmatched strength and depth of a world-class broker-dealer with the high-touch personalization and flexibility available to an independent.
The Role As a Service FA, you'll be pivotal in supporting our financial advisors and clients.
Your role will include planning and presentation assistance, strategy development, coordinating with our operational and administrative team in support of client needs, and providing exceptional client service.
.
You'll be the go-to person for standard day-to-day client requests.
Key
Responsibilities:
Attend client meetings with the Lead Financial Advisor and handle follow-ups.
Provide key support functions in planning, presentations, and client fulfillment including but not limited to portfolio solutions, annuities and other insurance, and general guidance.
Manage client and prospect campaigns.
Maintain client relationships through direct assistance activities.
Deepen and maintain relationship mapping for clients and partners.
Answer client questions regarding general market or portfolio developments.
Who You Are You're a dynamic individual who thrives in a fast-paced environment.
With your strong problem-solving skills and client-focused approach, you're ready to dive into a robust and growing wealth management practice.
Your proficiency in technology, organizational skills, interpersonal communications, and attention to detail make you a perfect fit for our team.
Required Skills / Licenses:
Strong understanding of financial planning concepts.
Familiarity with financial planning software and tools.
Proficiency in MS Office and CRM software.
Excellent multitasking and problem-solving abilities.
Series 7, SIE, 63, 65 or 66, Life and Health Compensation and Benefits 68-80k DOE Bonus pay Health insurance Paid time off This role starts at full-time position offers a competitive salary, bonus structure, and growth opportunities.
Job Type:
Full-time Pay:
$68,000.
00 - $80,000.
00 per year
Benefits:
Health insurance Paid time off Schedule:
8 hour shift Day shift Monday to Friday Supplemental pay types:
Bonus opportunities
Experience:
Financial services:
10 years (Required) Ability to Commute:
Duncansville, PA 16635 (Required) Ability to Relocate:
Duncansville, PA 16635:
Relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
We're expanding and looking for a Service Financial Advisor to enhance our client-focused approach.
Who We Are Fair Winds Wealth Strategies is a forward-thinking wealth management team that provides accessible financial management solutions.
We are committed to helping our clients achieve their aspirations and financial well-being with clarity, integrity, and exceptional service.
Integrating resources and technology, , we strive to deliver a stress-free and fulfilling financial journey for each client who partners with us.
Fair Winds Wealth Strategies is part of the Wells Fargo Advisors Financial Network.
It is one of fastest-growing, hybrid financial services platforms in the country.
It combines the unmatched strength and depth of a world-class broker-dealer with the high-touch personalization and flexibility available to an independent.
The Role As a Service FA, you'll be pivotal in supporting our financial advisors and clients.
Your role will include planning and presentation assistance, strategy development, coordinating with our operational and administrative team in support of client needs, and providing exceptional client service.
.
You'll be the go-to person for standard day-to-day client requests.
Key
Responsibilities:
Attend client meetings with the Lead Financial Advisor and handle follow-ups.
Provide key support functions in planning, presentations, and client fulfillment including but not limited to portfolio solutions, annuities and other insurance, and general guidance.
Manage client and prospect campaigns.
Maintain client relationships through direct assistance activities.
Deepen and maintain relationship mapping for clients and partners.
Answer client questions regarding general market or portfolio developments.
Who You Are You're a dynamic individual who thrives in a fast-paced environment.
With your strong problem-solving skills and client-focused approach, you're ready to dive into a robust and growing wealth management practice.
Your proficiency in technology, organizational skills, interpersonal communications, and attention to detail make you a perfect fit for our team.
Required Skills / Licenses:
Strong understanding of financial planning concepts.
Familiarity with financial planning software and tools.
Proficiency in MS Office and CRM software.
Excellent multitasking and problem-solving abilities.
Series 7, SIE, 63, 65 or 66, Life and Health Compensation and Benefits 68-80k DOE Bonus pay Health insurance Paid time off This role starts at full-time position offers a competitive salary, bonus structure, and growth opportunities.
Job Type:
Full-time Pay:
$68,000.
00 - $80,000.
00 per year
Benefits:
Health insurance Paid time off Schedule:
8 hour shift Day shift Monday to Friday Supplemental pay types:
Bonus opportunities
Experience:
Financial services:
10 years (Required) Ability to Commute:
Duncansville, PA 16635 (Required) Ability to Relocate:
Duncansville, PA 16635:
Relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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