Service Advisor
Financial Planner Recruiting, LLCAmes, Iowa, United States
Posted January 9, 2026
Full Time
About the Company
Private Wealth Management group with recent industry accolades, including Forbes Best-In-State Wealth Management Team and Best-In-State Top Financial Security Professionals.
Job Description
Service Advisor role for a Private Wealth Management group in Ames, IA, responsible for ensuring a seamless client experience through client meetings, note taking, and operational follow-through.
Requirements
- Interacting with clients in financial meetings
- Owning a seamless client experience
- Maintaining proper workflow through CRM process
- Creation of financial plans
- Meeting Preparation Review
- Secondary relationship manager for clients
Benefits
- Generous base salary
- Bonus
- Full benefits package