Service Advisor
Financial Planner Recruiting, LLCOrlando, Florida, United States
Posted January 9, 2026
Full Time
About the Company
A team-oriented, comprehensive, personalized financial planning, investment, and wealth management services for a fee.
Job Description
Our client is seeking a motivated and enthusiastic Service Advisor to join Central Florida's largest independent personal financial consulting firm.
Requirements
- Bachelors degree in Finance, Economics, Accounting, or a related field
- CFP certification
- 5-7 years of experience in financial planning or investment management
- Strong knowledge of financial products, investment strategies, retirement planning, and tax planning
- Excellent interpersonal and communication skills
- Proficiency in financial planning software, CRM systems, and Microsoft Office Suite
- High level of integrity and commitment to client confidentiality
- Strong problem-solving skills and the ability to think critically and strategically
- Experience with regulatory compliance and a thorough understanding of industry regulation
- Ability to build and maintain strong client relationships
- Desire to come into the office
Benefits
- Competitive salary based on experience and skills
- Comprehensive health and dental benefits
- Flexible paid time off
- Company 401(k) and profit sharing plan
- Professional development opportunities
- Supportive, collaborative work environment