Amon & Associates
Base pay range
$100,000.00/yr - $150,000.00/yr
Additional compensation types
Annual Bonus
Direct message the job poster from Amon & Associates
Our Service Advisors manage a portfolio of client relationships, leading client meetings, the financial plan manufacture process, and ongoing maintenance. The Service Advisor works closely with the Managing Partners, ensuring a smooth hand-off when onboarding new clients, establishing a trusting relationship and delivering a phenomenal experience. This is a client-facing role, responsible for serving our existing practice’s clients. By providing day-to-day client management, financial plan implementation support, recommendations, meeting review and proactive service, this position plays a key part in client retention while seeking to uncover new opportunities within the existing client base.
Essential functions and responsibilities of the position: Relationship Building
Coordinates the overall client engagement, financial plan manufacture process, and client communications.
Leads client meetings, documents decisions and action items, and coordinates follow up with other staff and clients to ensure deadlines and quality control standards are met.
Investigates potential implementation strategies, insurance products, investment products, or other elements for inclusion in financial plans; presents analysis and recommendations to Managing Partners.
Works closely with internal and external wholesaling and strategic partners as well as centers of influence.
Oversees the plan manufacture process from start to finish, working within eMoney and other proprietary systems.
Coordinates plan manufacture activities with the Lincoln National Planning Institute for more complex plans, as needed.
Ensures information and strategies are communicated to Managing Partners and team members as needed.
Coordinates implementation of the plan with the team to ensure insurance/risk management and investment recommendations are executed in a timely manner.
Regularly reviews client performance against the plan.
Works with the Practice Administrative Assistant to oversee billing and execution of financial planning contracts.
Maintains internal investment models; reviews practice‑specific investment offerings.
Works with Service Coordinators to ensure client accounts are linked in eMoney, basic facts are up to date and client documents are archived in the Vault.
Enters Data and Advanced Facts in eMoney and confirms ongoing accuracy.
Troubleshoots account connections, as needed.
Creates and manages the practice’s eMoney templates/reports.
Operations
Prepares materials for client meetings, including the agenda, review of financial plans and programs, investment observations and recommendations, required data, and presentations.
Works with Service Coordinators to create/request investment and insurance paperwork necessary for client.
Produces client recommendations, strategies, cash flow plans, road maps, and proposals along with Managing Partners.
Collaborates with team members to assist where necessary.
Client Service
Provides exceptional customer service (proactive and reactive) within our service standards by email, phone, and written correspondence.
Stays current with market updates, industry trends, products and solutions, platforms and managers.
When necessary, places trades and rebalances accounts.
Works with Service Coordinators to ensure all appropriate product training, state licensing, carrier appointments, CE, etc. is completed.
Maintains the Redtail CRM database.
Creates and updates Redtail Activities for tracking tasks.
Adheres to the practice’s electronic file retention process.
Looks to create/implement new processes where necessary.
Updates internal processes relating to the Service Advisor position.
Maintains up-to-date working knowledge of technology utilized in role (ex. eMoney, AdvicePay, Redtail CRM) and learns new technology to support the practice, as needed.
Participates in team meetings.
Performs additional duties as assigned.
Education, experience, knowledge, skills, and other requirements: Required Education and Experience
Bachelor’s degree in business, finance or related field, or equivalent additional experience
At least five years of experience in wealth management/financial planning as client‑facing lead advisor
Series 7, Series 63 and 65, or Series 66 registered and insurance licensed; CFP required
Required Knowledge, Skills, and Abilities
Proficiency in Microsoft Word, OneNote, Excel, PowerPoint, and Outlook
Experience in Redtail CRM and eMoney is preferred
Extraordinary customer service; genuine interest in caring for clients
Professional oral and written communication skills
Strong math, basic accounting, research, and analysis skills
Efficient, process oriented, looks for ways to improve the practice
Ability to multi‑task, prioritize, and manage time effectively
Goal oriented, self‑motivated, and results driven
Ability to work independently and as part of a small, collaborative team
Readiness to roll with changes and pitch in to do what needs to be done
Employment Type Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance and Sales
Industries: Financial Services and Investment Management
Referrals increase your chances of interviewing at Amon & Associates by 2x #J-18808-Ljbffr
Additional compensation types
Annual Bonus
Direct message the job poster from Amon & Associates
Our Service Advisors manage a portfolio of client relationships, leading client meetings, the financial plan manufacture process, and ongoing maintenance. The Service Advisor works closely with the Managing Partners, ensuring a smooth hand-off when onboarding new clients, establishing a trusting relationship and delivering a phenomenal experience. This is a client-facing role, responsible for serving our existing practice’s clients. By providing day-to-day client management, financial plan implementation support, recommendations, meeting review and proactive service, this position plays a key part in client retention while seeking to uncover new opportunities within the existing client base.
Essential functions and responsibilities of the position: Relationship Building
Coordinates the overall client engagement, financial plan manufacture process, and client communications.
Leads client meetings, documents decisions and action items, and coordinates follow up with other staff and clients to ensure deadlines and quality control standards are met.
Investigates potential implementation strategies, insurance products, investment products, or other elements for inclusion in financial plans; presents analysis and recommendations to Managing Partners.
Works closely with internal and external wholesaling and strategic partners as well as centers of influence.
Oversees the plan manufacture process from start to finish, working within eMoney and other proprietary systems.
Coordinates plan manufacture activities with the Lincoln National Planning Institute for more complex plans, as needed.
Ensures information and strategies are communicated to Managing Partners and team members as needed.
Coordinates implementation of the plan with the team to ensure insurance/risk management and investment recommendations are executed in a timely manner.
Regularly reviews client performance against the plan.
Works with the Practice Administrative Assistant to oversee billing and execution of financial planning contracts.
Maintains internal investment models; reviews practice‑specific investment offerings.
Works with Service Coordinators to ensure client accounts are linked in eMoney, basic facts are up to date and client documents are archived in the Vault.
Enters Data and Advanced Facts in eMoney and confirms ongoing accuracy.
Troubleshoots account connections, as needed.
Creates and manages the practice’s eMoney templates/reports.
Operations
Prepares materials for client meetings, including the agenda, review of financial plans and programs, investment observations and recommendations, required data, and presentations.
Works with Service Coordinators to create/request investment and insurance paperwork necessary for client.
Produces client recommendations, strategies, cash flow plans, road maps, and proposals along with Managing Partners.
Collaborates with team members to assist where necessary.
Client Service
Provides exceptional customer service (proactive and reactive) within our service standards by email, phone, and written correspondence.
Stays current with market updates, industry trends, products and solutions, platforms and managers.
When necessary, places trades and rebalances accounts.
Works with Service Coordinators to ensure all appropriate product training, state licensing, carrier appointments, CE, etc. is completed.
Maintains the Redtail CRM database.
Creates and updates Redtail Activities for tracking tasks.
Adheres to the practice’s electronic file retention process.
Looks to create/implement new processes where necessary.
Updates internal processes relating to the Service Advisor position.
Maintains up-to-date working knowledge of technology utilized in role (ex. eMoney, AdvicePay, Redtail CRM) and learns new technology to support the practice, as needed.
Participates in team meetings.
Performs additional duties as assigned.
Education, experience, knowledge, skills, and other requirements: Required Education and Experience
Bachelor’s degree in business, finance or related field, or equivalent additional experience
At least five years of experience in wealth management/financial planning as client‑facing lead advisor
Series 7, Series 63 and 65, or Series 66 registered and insurance licensed; CFP required
Required Knowledge, Skills, and Abilities
Proficiency in Microsoft Word, OneNote, Excel, PowerPoint, and Outlook
Experience in Redtail CRM and eMoney is preferred
Extraordinary customer service; genuine interest in caring for clients
Professional oral and written communication skills
Strong math, basic accounting, research, and analysis skills
Efficient, process oriented, looks for ways to improve the practice
Ability to multi‑task, prioritize, and manage time effectively
Goal oriented, self‑motivated, and results driven
Ability to work independently and as part of a small, collaborative team
Readiness to roll with changes and pitch in to do what needs to be done
Employment Type Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance and Sales
Industries: Financial Services and Investment Management
Referrals increase your chances of interviewing at Amon & Associates by 2x #J-18808-Ljbffr