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Service Advisor

Murfreesboro, TN
Posted 5 months ago

A rapidly growing independent RIA firm in Murfreesboro, TN is seeking a Service Advisor to join their team.

Job Responsibilities:

  • Work with existing clients
  • Annual reviews with top clients
  • Portfolio analysis
  • Finding new opportunities within the existing book
  • Opportunity to work with new clients

Job Highlights:

  • No need for prospecting
  • Strong compensation plan—salary plus bonus on revenue
  • Growth potential within the firm
  • Experienced and comfortable presenting to clients required
  • Life Insurance License and Series 65 required
  • 3-5 years of experience preferred

Job Features

Job CategoryFinancial Advisor Opportunities

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