Client Service Representative - Path to financial advisor

Job Overview
We are a growing financial advisory practice looking for a motivated, client-focused individual to join our team. In this role, you will provide exceptional client service and day-to-day administrative support while working toward obtaining your securities licenses. As you earn your credentials, you will take on increasing responsibility and transition into a full financial advisor role. This is an excellent opportunity for someone who is eager to build a career in financial services.

Responsibilities

• Serve as the first point of contact for clients — answering calls, responding to inquiries, and ensuring a professional, welcoming experience
• Schedule and coordinate client meetings, appointments, and follow-ups for the advisory team
• Maintain and update client records in our CRM system, ensuring accuracy and compliance
• Assist with onboarding new clients — processing paperwork, account opening forms, and required documentation
• Prepare reports, presentation materials, and correspondence in support of advisors
• Handle general office administration including filing, mail, supply management, and other operational tasks
• Dedicate time to studying for and passing your required securities licensing exams, with guidance and support from the team

Requirements

• Genuine interest in financial planning and a strong desire to build a career as a financial advisor
• Strong interpersonal and communication skills — you're comfortable speaking with clients and put people at ease
• Highly organized and detail-oriented, with the ability to manage multiple tasks and priorities
• Proficiency with Microsoft Office (Word, Excel, Outlook); experience with financial CRM software is a plus
• High level of integrity and discretion — our clients trust us with sensitive financial information
• Background check required

This role is paid and designed for motivated individuals eager to grow their career in finance. We value energetic professionals who are passionate about helping clients achieve their financial goals through education and personalized service. If you’re ready to embark on a rewarding journey toward becoming a trusted financial advisor—apply now!

Pay: $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Work Location: In person