Apply on Employer Site

Bluespring Wealth Partners · 3 days ago

Service Advisor

Rockville, MD

Full-time

Onsite

Mid Level

4+ years exp

Bluespring Wealth Partners is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. The Service Advisor works with existing client relationships to prepare financial plans, perform investment analysis, and deliver excellent customer service to retain and grow customer relationships.

Financial Services

Responsibilities

Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm’s financial planning systems

Works with Lead Advisors/Paraplanners to discuss, review and finalize financial planning assumptions and design decisions

Works with clients, under the supervision of CEO/Lead Advisors, to obtain information and prepare risk profiles and investment policy statements

Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the Operations Group

Develops asset allocation strategies and works independently or with the Investment Committee

Rebalances portfolios as directed by the Investment Committee and the CEO/Lead Advisors working with the client

Participates in all client meetings and adds value to meetings by delivering presentations, facilitating discussions, and preparing information

Creates custom worksheets and analyses where needed to answer client questions or research investment opportunities

Facilitates the adoption of new technology by client service teams and trains others as necessary

Advises clients on appropriate financial products in the context of their plans

Keeps up with industry, congressional, and regulatory changes; updates team members and applicable clients if the changes potentially impact them

Tracks client correspondence, actively participating in client meetings and responsible for follow-up items after meetings

Takes meeting notes, sends meeting summaries, and manages meeting follow-up

Actively engages with clients to address inbound questions or requests and provides answers and solutions in a timely manner

Facilitates retention of existing clients by providing outstanding service, which also can foster new client referrals

Builds strong relationships with clients and communicates proactively and consistently with clients to identify changes to their financial lives and needs that should be met

Leads the implementation of planning decisions and assigns client service steps to the team

Provides consistent and constructive feedback to other professionals on the client service team

Seeks opportunities to grow existing client relationships through increased wallet share

Engages with clients to create referral opportunities from existing clients