Job Description

The Service Advisor plays a key role in supporting our firm’s Lead Advisors by preparing comprehensive financial plans, developing client-specific recommendations, and participating in client meetings. This role serves as a bridge between planning, insurance, and investment team members to ensure coordinated, accurate, and client-centered financial strategies. The Service Advisor focuses on analysis, preparation, and follow-through, ensuring that client meetings are well-prepared, recommendations are sound, and internal teams are aligned—allowing the Lead Advisor to focus on relationship management and strategic guidance while maintaining a high standard of service.

Key Responsibilities

Develop and review financial plans, with support from the Lead Advisors
Prepare meeting agendas, financial analyses, and assist in crafting tailored recommendations in advance of client meetings.
Attend client meetings alongside the Lead Advisor to provide planning insight, answer questions, support delivery of recommendations, and ensure follow-through.
Translate client goals and financial data into actionable planning strategies.
Document meeting outcomes, action items, and next steps, delegating to the team when necessary.
Work closely with the investment and insurance teams to coordinate and align clients’ strategies.
Monitor client plans and assist in periodic reviews and updates as life events or market conditions change.
Serve as a knowledgeable secondary resource for client inquiries.

Qualifications

Life & Health insurance licenses preferred, or gained within 6 months of employment
FINRA SIE, Series 6, and Series 63 licenses preferred, or gained within 12 months of employment
2-5 years of experience in financial services, wealth management or financial planning support roles
Familiarity with financial planning concepts, investment products and insurance solutions

Skills & Competencies

Team player
Driven, with the ability to take initiative
Strong analytical and problem-solving skills
Excellent written and verbal communication skills
High attention to detail and organizational skills
Ability to manage multiple priorities and deadlines in a fast-paced environment
Collaborative mindset
Professional presence and client-facing confidence

Pay: $70,000.00 - $90,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance

Work Location: In person

Clarity Wealth Advisors - Northwestern Mutual jobs

Client Service Advisor

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