Service Advisor | Wealth Management
Location: Morton, IL
Build Relationships. Make an Impact. Grow Your Career.
The Opportunity
Are you a relationship-driven financial professional who enjoys helping clients navigate their financial futures? This is an opportunity to join a growing wealth management practice where personalized service, financial planning, and long-term relationships are at the heart of everything you do.
Step into a client-facing advisory role where you can manage existing relationships, deliver thoughtful financial guidance, and grow professionally within a collaborative, team-oriented environment.
This is more than a client service position—it’s an opportunity to build lasting relationships, influence clients’ financial futures, and grow into a trusted wealth management professional. Join a team that values collaboration, continuous learning, and exceptional client care. Bring your curiosity, relationship-building skills, and ambition—and discover what you can accomplish when your growth is supported by a team.
What You Will Do
- Manage and strengthen relationships with existing wealth management clients.
- Support the implementation and ongoing management of personalized financial plans.
- Conduct client meetings and periodic financial reviews to assess goals, needs, and life changes.
- Respond to client questions, coordinate follow-ups, and ensure timely, thoughtful communication.
- Identify opportunities to deepen relationships and enhance the overall client experience.
- Collaborate with lead advisors, financial planning, operations, marketing, and client service teams.
- Maintain accurate client records and ensure consistent follow-through on commitments.
- Develop professionally while building the skills to take on greater responsibility and a larger client portfolio over time.
What You Will Bring
- Approximately 1–3 years of experience in financial services, wealth management, financial planning, or a related client-facing role.
- Strong relationship-building, communication, and organizational skills.
- A client-first mindset and the ability to establish trust with individuals and families.
- Foundational knowledge of financial planning concepts and wealth management services.
- Relevant industry licenses and credentials; willingness to obtain additional credentials as needed.
- Attention to detail, accountability, and a commitment to delivering an excellent client experience.
- A collaborative attitude, openness to coaching, and enthusiasm for professional development.
What Will Set You Apart
- Experience supporting or managing an existing book of clients.
- The ability to anticipate client needs and deliver proactive, personalized service.
- A natural talent for building long-term relationships and communicating complex financial concepts clearly.
- A growth mindset and willingness to learn from experienced advisors.
- The ability to balance independent responsibility with strong teamwork.
- A genuine interest in developing into a trusted advisor who contributes to the long-term success of the practice.
Benefits & Rewards
- Competitive base compensation with potential revenue-sharing opportunities.
- Employer contribution toward health insurance.
- Dental and vision coverage options.
- 401(k) with an employer matching contribution.
- Approximately three weeks of paid time off and nine paid holidays.
- Potential educational reimbursement and professional development opportunities.
- Potential firm-wide profit sharing and advisor incentive trips.
- A collaborative work environment with opportunities for career growth and advancement.