Advisor Talent Solutions
Service Advisor - Financial Firm - Canonsburg, PA
Advisor Talent Solutions, Canonsburg, Pennsylvania, United States
Position Overview
We are seeking a motivated and relationship-driven Financial Advisor to join our team. This is a unique opportunity to step into practice with an existing client base. You will be responsible for nurturing these relationships, delivering financial advice, and supporting clients in achieving their financial goals. This position offers a competitive base salary plus commission and the potential to transition into a full commission-based advisor role.
Responsibilities
Provide comprehensive financial planning and investment advice to an established book of approximately 100 households
Build trust and deepen relationships through regular client communication and portfolio reviews
Identify and pursue opportunities for expanding client relationships and increasing assets under management
Collaborate with internal team members and support staff to ensure seamless client service
Stay informed on industry trends, investment strategies, and regulatory changes
Qualifications
Series 65 preferred
Life and Health Insurance license preferred
2+ years of experience in a client-facing financial advisory role strongly preferred
Strong interpersonal and communication skills
Goal-oriented with a passion for helping others succeed financially
Self-motivated, organized, and committed to ethical financial practices
What We Offer
Established book of 100+ households
Base salary plus commission
Mentorship and professional development
Clear path for advancement to a full Financial Advisor position (commission-based)
Supportive and collaborative team environment
Benefits
Health Insurance
401k after 90 days
PTO
Trip Incentives
Hours
Monday-Thursday: 8:00 am – 5:00 pm
Friday: 8:00 am – 2:00 pm
Some seminars attendance
Thank you for your interest in the Service Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
#J-18808-Ljbffr
Responsibilities
Provide comprehensive financial planning and investment advice to an established book of approximately 100 households
Build trust and deepen relationships through regular client communication and portfolio reviews
Identify and pursue opportunities for expanding client relationships and increasing assets under management
Collaborate with internal team members and support staff to ensure seamless client service
Stay informed on industry trends, investment strategies, and regulatory changes
Qualifications
Series 65 preferred
Life and Health Insurance license preferred
2+ years of experience in a client-facing financial advisory role strongly preferred
Strong interpersonal and communication skills
Goal-oriented with a passion for helping others succeed financially
Self-motivated, organized, and committed to ethical financial practices
What We Offer
Established book of 100+ households
Base salary plus commission
Mentorship and professional development
Clear path for advancement to a full Financial Advisor position (commission-based)
Supportive and collaborative team environment
Benefits
Health Insurance
401k after 90 days
PTO
Trip Incentives
Hours
Monday-Thursday: 8:00 am – 5:00 pm
Friday: 8:00 am – 2:00 pm
Some seminars attendance
Thank you for your interest in the Service Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
#J-18808-Ljbffr