Service Advisor - Heckman Financial and Insurance Services : Job Details

Direct message the job poster from Heckman Financial and Insurance Services, Inc.

We are seeking a knowledgeable and client-focused Service Advisor to join our dynamic team. The ideal candidate will have a strong background in financial services, with expertise in investment management, asset management, and financial analysis. As a Service Advisor, you will be responsible for providing exceptional service to our clients while managing their financial needs and ensuring compliance with relevant regulations.

Responsibilities

• Serve as the primary point of contact for clients, addressing inquiries and providing guidance on investment and asset management strategies.
• Conduct thorough financial analyses to assess client portfolios and recommend appropriate adjustments.
• Manage cash flow and ensure effective cash management practices are followed.
• Maintain up-to-date knowledge of securities law and compliance requirements to advise clients accurately.
• Foster strong customer relationships through effective communication and personalized service.
• Collaborate with internal teams to develop tailored wealth management solutions for clients.
• Regularly meet with clients to provide account reviews
• Support financial sales initiatives by identifying opportunities for cross-selling additional services to existing clients.

Requirements

• Proven experience in investment management, asset management, or a related field is preferred.
• Strong financial analysis skills with the ability to interpret complex data effectively.
• Knowledge of corporate accounting principles and practices is advantageous.
• Excellent customer relationship management skills with a focus on client satisfaction.
• Familiarity with securities law and regulations governing the financial industry is a plus.
• Strong communication skills, both verbal and written, to convey information clearly to clients.
• Ability to work collaboratively within a team environment while also being self-motivated.
• A degree in finance, business administration, or a related field is required

Join us as a Service Advisor where your expertise will make a significant impact on our clients' financial well-being!

Job Type: Full-time

Pay: $70,258.00 - $81,110.00 per year

• 401(k) matching
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Compensation Package:

• Bonus opportunities
• Commission pay

Education:

• Bachelor's (Required)

Experience:

• Customer Service: Min. 3 years (Required)

License/Certification:

• Life & Health Insurance License (Required)
• Series 65 (Required)

Ability to Commute:

• San Jose, CA 95113 (Required)

Ability to Relocate:

• San Jose, CA 95113: Relocate before starting work (Required)

Seniority level

• Seniority levelEntry level

Employment type

• Employment typeFull-time

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