Servicing Advisor

Overview

We are seeking an experienced Servicing Advisor to serve as the primary relationship manager and trusted advisor for an established portfolio of high-net-worth clients. This individual will provide comprehensive financial planning, investment guidance, and ongoing relationship management while delivering an exceptional client experience.

The ideal candidate is a consultative wealth management professional who is passionate about building long-term client relationships, providing personalized advice, and collaborating with internal and external professionals to develop sophisticated financial strategies. This role is ideal for someone who thrives in a planning-first, client-focused environment and enjoys becoming a trusted resource for clients and their families.

Key Responsibilities

Client Relationship Management

• 
  
• Serve as the lead advisor for an established portfolio of high-net-worth client households.
• 
  
• Build and strengthen long-term client relationships through proactive communication and exceptional service.
• 
  
• Lead client review meetings and present customized financial planning and investment recommendations.
• 
  
• Coordinate with attorneys, CPAs, insurance professionals, and other trusted advisors to support each client's comprehensive financial strategy.
• 
  
• Deliver a personalized, high-touch client experience while anticipating evolving client needs.
• 
  
• Identify opportunities to deepen existing client relationships through additional planning solutions and services.
• 
  

Financial Planning & Investment Advisory

• 
  
• Develop and present comprehensive financial plans tailored to each client's goals.
• 
  
• Conduct ongoing portfolio reviews and provide investment recommendations aligned with client objectives and risk tolerance.
• 
  
• Advise clients on:
  
  • 
    
  • Retirement planning
  • 
    
  • Wealth preservation
  • 
    
  • Estate planning strategies
  • 
    
  • Tax-efficient investing
  • 
    
  • Charitable and philanthropic planning
  • 
    
  • Education funding
  • 
    
  • Cash management and lending solutions
  • 
    
  
  
• 
  
• Monitor changes in clients' financial situations and recommend proactive planning opportunities.
• 
  

Business Development

• 
  
• Cultivate referral relationships with Centers of Influence, including attorneys, CPAs, and insurance professionals.
• 
  
• Expand existing client relationships through thoughtful planning conversations and solution-based recommendations.
• 
  
• Represent the firm professionally within the community through networking and relationship-building opportunities.
• 
  
• Contribute to the continued growth of the practice by delivering an exceptional client experience that generates referrals.
• 
  

Practice Management

• 
  
• Manage client follow-up, service requests, and planning deliverables in a timely manner.
• 
  
• Maintain accurate CRM records and document client interactions.
• 
  
• Utilize financial planning and portfolio management technology to deliver efficient, high-quality service.
• 
  
• Monitor client service standards and ensure an exceptional client experience.
• 
  
• Mentor junior advisors and support staff while contributing to a collaborative team environment.
• 
  

Qualifications

• 
  
• Bachelor's degree in Finance, Business, Accounting, Economics, or a related field.
• 
  
• 5+ years of experience in wealth management, private banking, financial advisory, or relationship management.
• 
  
• CFP®, CFA®, CPWA®, ChFC®, or similar professional designation preferred, or active progress toward obtaining one.
• 
  
• Demonstrated success managing complex client relationships and leading client meetings independently.
• 
  
• Strong knowledge of:
  
  • 
    
  • Comprehensive financial planning
  • 
    
  • Investment management
  • 
    
  • Retirement planning
  • 
    
  • Estate and trust planning concepts
  • 
    
  • Tax-aware wealth strategies
  • 
    
  
  
• 
  
• Experience working with high-net-worth or ultra-high-net-worth clients preferred.
• 
  
• Proficiency with CRM systems, financial planning software, and portfolio reporting platforms.
• 
  
• Outstanding communication, presentation, and relationship-building skills.
• 
  
• High level of professionalism, discretion, integrity, and fiduciary mindset.
• 
  

Compensation & Benefits

• 
  
• Competitive base salary plus performance-based incentive opportunity.
• 
  
• Comprehensive medical, dental, vision, and retirement benefits.
• 
  
• Paid time off and holidays.
• 
  
• Continuing education and professional designation support.
• 
  
• Opportunity to manage sophisticated client relationships within a collaborative, planning-focused environment.
• 
  
• Clear career path for continued professional growth and leadership opportunities.
• 
  

Why Join Our Team?

This is an opportunity to join a collaborative wealth management practice that values long-term relationships, comprehensive financial planning, and exceptional client service. You'll inherit an established portfolio of clients, work alongside experienced professionals, and help individuals and families navigate complex financial decisions with confidence.

If you enjoy serving as a trusted advisor, building meaningful relationships, and delivering personalized financial guidance, we'd love to connect with you.

#INJUL2026

#ZRCFS

#LI-KB