Financial Advisory - Service Advisor

Job description

Lead with Purpose. Partner with Impact. At U.S. Financial Services is a boutique wealth management firm providing highly personalized financial planning and investment advisory services to individuals and families. Our philosophy is rooted in long term client relationships, thoughtful and unbiased advice, and a commitment to continuous professional development. We pride ourselves on delivering clarity and confidence to the families we serve, and we foster a collaborative environment where team members can grow meaningful, lasting careers in wealth management. We are seeking a Service Advisor who is energized by client interaction, committed to delivering exceptional service, and eager to contribute to a planning centric advisory team. This role is ideal for someone who thrives in a relationship driven environment and wants to play a meaningful part in clients’ long term financial journeys. This position represents a significant career opportunity: you will play a central role in transitioning and servicing an existing, well established book of business, building trust with clients who value high touch communication and continuity. You will work closely with Lead Advisors to ensure...