Retirement Income Source SFG · 1 month ago
Client Service Advisor
Westbrook, CT
Full-time
Onsite
Mid LevelRetirement Income Source SFG empowers clients through education-driven financial planning. The Client Service Advisor is responsible for expanding client engagement and contributing to the firm’s revenue growth by nurturing existing relationships and identifying new client opportunities.
AdviceAsset ManagementFinancial Services
Responsibilities
Analyze current client portfolios to identify opportunities for cross-selling and up-selling additional financial products and services
Develop and execute personalized strategies to deepen relationships with existing clients and drive retention
Proactively engage in marketing and outreach efforts to attract new clients through networking, referrals, and campaigns
Conduct consultative meetings with prospects to assess financial goals and recommend tailored solutions
Guide new clients through the onboarding process, ensuring a seamless and professional experience
Meet or exceed individual sales goals and revenue targets through new business development and client expansion
Maintain accurate and detailed records of client interactions, activity tracking, and progress toward goals
Collaborate with internal teams to coordinate service delivery and ensure consistent, high-quality client experience
Qualification
Required
Bachelor's degree in Finance, Business, or a related field preferred
Proven experience in financial services, client relationship management, or advisory roles
Demonstrated success in sales, client acquisition, or revenue-generating positions
Proficiency with CRM systems (e.g., Salesforce) and financial planning software
Comfortable using virtual meeting platforms and digital communication tools
Strong knowledge of Microsoft Office Suite, particularly Excel and Outlook
Active Series 65 license or combination of Series 7 and 66 required
Understanding of fiduciary responsibilities and compliance with SEC/FINRA regulations
Commitment to maintaining continuing education and staying informed on industry regulations
Ability to work for extended periods at a desk using a computer
Ability to lift up to 10 pounds if/when necessary
Routine use of telephone and email
Office-based role with potential travel to conferences, events, and satellite offices as needed
Benefits
100% employer-covered medical benefits and HRA account
Dental & vision plans
Short and long-term disability insurance
PTO + 10 NYSE company holidays per year
401K with company match program
Free onsite parking
Company-provided laptop and required technology
Company
Retirement Income Source SFG
Scranton Financial Group is a financial firm located in Westbrook, Connecticut.
Founded in 1992
2-10 employees
Funding
Current Stage
Early StageRecent News
Canada NewsWire
2025-06-23
Canada NewsWire
2025-06-21
2025-06-18
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