About this opportunity
Financial Planner Recruiting, LLC lists this Client Services Advisor opportunity in guilford, Connecticut. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Who Our Client Is
If you want to know about the requirements for this role, read on for all the relevant information.
Our client is a boutique wealth management firm located in Guilford, CT. They empower clients through education-driven financial planning. Their seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. They believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor. They foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you're enthusiastic about making a measurable impact in the financial services space, they invite you to grow with them.
Position Summary
The Client Service Advisor is a relationship-driven professional responsible for expanding client engagement and contributing to the firm's revenue growth. This role blends financial consulting with proactive business development by nurturing existing client relationships and identifying new opportunities to onboard prospective clients. The ideal candidate possesses a strong foundation in financial services, exceptional interpersonal skills, and the ability to match client needs with tailored financial solutions. By leveraging the firm's established expertise and resources, the Client Service Advisor plays a critical role in delivering value to clients while advancing the firm's business goals.
Key Responsibilities
Analyze current client portfolios to identify opportunities for cross-selling and up-selling additional financial products and services
Develop and execute personalized strategies to deepen relationships with existing clients and drive retention
Proactively engage in marketing and outreach efforts to attract new clients through networking, referrals, and campaigns
Conduct consultative meetings with prospects to assess financial goals and recommend tailored solutions
Guide new clients through the onboarding process, ensuring a seamless and professional experience
Meet or exceed individual sales goals and revenue targets through new business development and client expansion
Maintain accurate and detailed records of client interactions, activity tracking, and progress toward goals
Collaborate with internal teams to coordinate service delivery and ensure consistent, high-quality client experience
Benefits
They are proud to offer a comprehensive benefits package that supports your professional and personal well-being, including: Base salary between $70-$100k, plus Earned Bonus and commissions, 100% employer-covered medical benefits and HRA account, Dental & vision plans, Short and long-term disability insurance, PTO + 8 company holidays per year, 401K with company match program 100% to 6% pension plan, Profit Sharing; Company-provided laptop and required technology
The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.
Requirements
Must-Have Qualifications
Background and Education:
Bachelor's degree in Finance, Business, or a related field preferred
Proven experience in financial services, client relationship management, or advisory roles
Demonstrated success in sales, client acquisition, or revenue-generating positions
Technology Expertise:
Proficiency with CRM systems (e.g., Salesforce) and financial planning software
Comfortable using virtual meeting platforms and digital communication tools
Strong knowledge of Microsoft Office Suite, particularly Excel and Outlook
Regulatory Awareness:
Active Series 65 license or combination of Series 7 and 66 required
Understanding of fiduciary responsibilities and compliance with SEC/FINRA regulations
Commitment to maintaining continuing education and staying informed on industry regulations
Physical & Work Environment Requirements
Ability to work for extended periods at a desk using a computer.
Ability to lift up to 10 pounds if/when necessary.
Routine use of telephone and email. xzgxqkn
Office-based role with potential travel to conferences, events, and satellite offices as needed.
Worksite address
guilford, CT, 06437, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.