Servicing Advisor

OverviewOur client is seeking a Servicing Advisor to take on an independent advisory role with significant responsibility for client management, and advanced financial planning. This is an opportunity for an experienced advisor who can independently manage complex client relationships, develop sophisticated financial strategies, and contribute to business growth while mentoring junior team members.Key ResponsibilitiesIndependently manage HNW client relationships and conduct annual and semi-annual reviewsModel complex financial needs and develop comprehensive strategiesManage and retain an assigned book of clientsParticipate in prospect fit meetings and independently qualify new opportunitiesOversee financial plan updates and client implementationAnalyze investment portfolios and provide client-facing investment insightsAdvise on alternative investments and placement processesAssist with sophisticated estate planning strategiesDevelop client presentation materials and investment talking pointsIdentify client needs and independently resolve complex issuesImprove internal processes and reduce client frictionCollaborate across teams to deliver a strong client experienceThis role does not require business development or prospectingQualifications5–8 years of progressive financial services experienceSeries 65 requiredCFP requiredAdditional advanced designation such as CEPA, EA, CFA, or equivalent preferredStrong financial planning and investment management expertiseExperience independently managing complex client relationshipsAbility to mentor and lead junior team members