Financial Advisory - Service Advisor

Lead with Purpose. Partner with Impact.
ClariVise Private Wealth is seeking a personable, motivated, and client-focused professional to join the firm as a Service Advisor in Alpharetta, GA. The Service Advisor will work closely with lead advisors, financial planners, investment professionals, and client service associates to deliver an exceptional client experience and ensure clients’ financial planning and service needs are addressed accurately and efficiently.
The ideal candidate will have experience in wealth management or financial services, strong relationship-building and communication skills, and an interest in continuing to develop their financial planning and advisory expertise.
What you’ll Do:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily:

Support Lead Advisors in managing and servicing client relationships, including preparation for and participation in client meetings.
Assist with gathering, organizing, and analyzing client financial information to support financial planning recommendations.
Prepare client meeting materials, financial planning analyses, reports, and presentations.
Participate in client meetings, document key discussion points and action items, and coordinate timely follow-up.
Serve as a point of contact for clients regarding ongoing service needs, account questions, financial planning items, and follow-up requests.
Build trusted client relationships by providing responsive, proactive, and personalized service.
Assist advisors with the development and implementation of financial plans across areas such as retirement planning, investments, cash flow, insurance, estate planning, and tax planning.
Coordinate with investment, operations, compliance, and client service teams to implement client recommendations and resolve client needs.
Support account openings, asset transfers, distributions, contributions, and other client account activity in partnership with the client service team.
Monitor outstanding client action items and ensure appropriate follow-through.
Maintain accurate and complete client information, meeting notes, tasks, and documentation within the firm’s CRM and other systems.
Identify opportunities to proactively address client needs and enhance the overall client experience.
Develop knowledge of the firm’s investment philosophy, financial planning approach, products, services, and operational processes.
Stay informed on financial markets, planning strategies, regulatory considerations, and industry trends affecting clients.
Support ad hoc client, advisor, and firm initiatives as needed.


What You Bring: 

The successful candidate should have the following skills and abilities:

Excellent verbal, written, and interpersonal communication skills.
Strong client service and relationship-management skills.
Foundational knowledge of financial planning, investments, and wealth management concepts.
Ability to communicate financial concepts clearly and confidently to clients.
Strong organizational and time-management skills with the ability to manage multiple client priorities and deadlines.
High attention to detail and commitment to accuracy.
Demonstrated discretion and ability to handle confidential client and financial information.
Strong problem-solving skills and ability to take ownership of client needs.
Ability to work collaboratively with advisors, planners, investment professionals, operations, and client service teams.
Ability to work independently while appropriately escalating complex client or planning matters.
Proficiency with Microsoft Office Suite and the ability to learn financial planning, CRM, portfolio management, and custodial systems.
Strong desire to continue developing professionally within the wealth management and financial planning industry.

EDUCATION AND/OR EXPERIENCE

Bachelor’s degree in Finance, Financial Planning, Economics, Business, or a related field preferred.
Approximately 2-5 years of experience in wealth management, financial planning, investment advisory, or a related financial services environment preferred.
Previous experience supporting advisors and working directly with high-net-worth clients is preferred.
Experience preparing financial plans and/or using financial planning software is preferred.
Progress toward the CFP® certification is highly desirable.

CERTIFICATIONS, LICENSES, AND REGISTRATIONS

FINRA Series 7 and Series 66, or applicable Series 65 registration, preferred depending on responsibilities.
CFP® certification or active progress toward CFP® certification preferred.
Additional licensing may be required based on the responsibilities of the position.