Service Advisor

Company Description

At Tutschulte Financial Planning, we are dedicated to helping clients make informed decisions about their wealth to maximize its potential for good. We provide personalized strategies that consider all aspects of financial life, offering guidance, clarity, and expertise for a secure financial future. Our comprehensive approach focuses on enhancing the security of our clients' accumulated wealth during their lifetime and beyond. As independent advisors, we act as valued partners, aligning investment plans with overall life goals and providing ongoing counsel.

Role Description

This is a full-time on-site role for a Service Advisor based in Chesterfield, MO. The Service Advisor will be expected to service existing client relationships under the supervision of the Lead advisors of the firm. The responsibilities of this position are broad and include financial plan preparation and delivery, investment analysis and recommendations, wealth management analysis and recommendations and other services delivered by the firm.

Qualifications

• Customer-focused Service and Customer Satisfaction skills
• Strong Customer Service and Communication skills
• Experience with Financial Planning software, eMoney and MoneyGuide Pro
• Excellent interpersonal and problem-solving skills
• Ability to work effectively within a team and independently
• 3-5 years’ experience in the financial planning or investment industry
• Bachelor's degree
• Holds appropriate advisory licenses as required by the SEC and state agencies
• CFP Designation

Job Type: Full-time

Pay: $90,000.00 - $120,000.00 per year

Benefits:

• Dental insurance
• Vision insurance

Work Location: In person