Magellan Investment Partners · 19 hours ago
Sales Service Advisor
Waretown, NJ
Full-time
Onsite
Mid, Senior Level
$65K/yr - $80K/yrMagellan Financial is focused on creating a client-first advisory role without the pressures of constant sales. The Sales Service Advisor will manage an established book of business, deepen client relationships, and provide strategic financial planning and advice.
Financial Services
Responsibilities
Serving as the primary advisor for an existing client base
Reviewing, refining, and executing financial plans aligned with client goals
Acting as a strategic partner to clients through life, tax, and retirement decisions
Collaborating with senior advisors and leadership to elevate service standards
Contributing to a team culture focused on consistency, clarity, and trust
Qualification
Required
Experience as a financial professional
Ability to serve as the primary advisor for an existing client base
Skill in reviewing, refining, and executing financial plans aligned with client goals
Capability to act as a strategic partner to clients through life, tax, and retirement decisions
Experience collaborating with senior advisors and leadership to elevate service standards
Commitment to contributing to a team culture focused on consistency, clarity, and trust
Judgment, professionalism, and a client-first mindset
Preferred
CFP® certification
Benefits
401(k)
Health insurance
Company
Magellan Investment Partners
We are dedicated partners, driven by a focus on understanding client needs and providing specialist investment solutions.
Founded in 2006
51-200 employees
Funding
Current Stage
Growth StageRecent News
2025-10-09
Company data provided by crunchbase