ROI Financial Group · 5 hours ago
Servicing Financial Advisor at ROI Financial Group
Williamsville, NY
Full-time
Onsite
Mid LevelROI Financial Group is a growing, client-focused advisory firm committed to holistic planning and multi-generational relationships. They are seeking a Servicing Financial Advisor to work directly with an established base of 200+ existing client relationships, focusing on planning, relationship management, and ongoing client care without the pressure of production quotas.
Asset ManagementFinancial ServicesWealth Management
Responsibilities
Lead annual (and as-needed) review meetings for existing clients
Provide planning guidance across investments, retirement income, and insurance
Serve as the primary relationship advisor for assigned households
Prepare planning updates using eMoney, Holistiplan, and related tools
Maintain clear documentation and follow-up using Salesforce CRM
Collaborate with advisory, insurance, and operations team members
Optional: bring in new client relationships if desired (not required)
Qualification
Required
Series 7
Series 65 or Series 66
Life, Accident & Health license
Experience working directly with clients
Strong communication and relationship-building skills
Preferred
CFP®, ChFC®, CLU®, RICP®, or similar credentials
Experience with eMoney, Salesforce, Holistiplan, or comparable systems
Benefits
Health insurance contribution
SIMPLE IRA with employer contribution
Paid time off
Ongoing professional development support
Company
ROI Financial Group
ROI Financial Group is a financial services company that provides estate planning, asset protection, and wealth management services.
Founded in 2001
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Marc Rosenthal
Owner and CEO
Company data provided by crunchbase