Service Advisor | Sindrich & Associates

The Service Advisor supports the delivery of comprehensive financial planning and wealth management services to existing clients while developing toward future Lead Advisor responsibilities. This role partners closely with Lead Advisors to strengthen client relationships, deliver planning recommendations, coordinate implementation, and provide an exceptional client experience.

Key Responsibilities

Client Service & Planning

• Serve as a secondary advisor for client relationships.
• Participate in client meetings and present planning recommendations.
• Coordinate implementation of financial planning strategies.
• Maintain regular communication with clients and professional partners.
• Identify planning opportunities and potential risks.

Financial & Investment Planning

• Analyze retirement, tax, estate, insurance, and business-owner planning strategies.
• Assist with investment implementation and portfolio reviews.
• Maintain planning data, meeting notes, workflows, and follow-up actions.

Growth & Development

• Deepen existing client relationships and support referral opportunities.
• Participate in firm events, client education initiatives, and business development activities.
• Pursue ongoing professional education and technical expertise.

Qualifications

Required

• Bachelor's degree or equivalent experience.
• 3+ years in financial services.
• 1+ year in a client-facing advisory role.
• Strong communication, relationship management, and analytical skills.
• Proficient in Microsoft office

Preferred

• CFP®, CPA, CFA, or Series 66.
• Experience with high-net-worth clients and business owners.
• Very proficient with Microsoft Excel (core to desk)
• Proficient in use of AI and AI tools

What Success Looks Like

• High client satisfaction and retention.
• Consistent implementation of planning recommendations.
• Strong client relationships and proactive service.
• Increasing responsibility for client management.
• Progression toward Lead Advisor responsibilities.
• Alleviating capacity constraints for Lead Advisors by taking tasks off their desk

Career Path

Associate Advisor → Service Advisor → Lead Advisor → Senior Advisor / Partner

This role is designed for professionals seeking long-term growth as a financial advisor and becoming a future leader within the firm.