What are the responsibilities and job description for the Servicing Financial Advisor position at Radium Search?
Servicing Financial Advisor
Newtown, Pennsylvania
Salary: $100,000 - $120,000 Benefits
Are you passionate about building long-term relationships with clients and guiding them toward financial freedom? An innovative and rapidly growing wealth management firm is seeking a Service Advisor to join their team and play a vital role in delivering comprehensive financial planning services.
This is a unique opportunity to be part of a mission-driven organization that is reshaping the retirement experience for clients across the country. With a strong culture rooted in servant leadership, collaboration, and continuous growth, this firm has been recognized nationally as one of the best places to work in the financial services industry.
What You’ll Do
As a Service Advisor, you’ll manage and grow assigned client relationships—providing strategic financial advice and holistic planning services. You will collaborate with senior advisors to transition client communications and become the primary advisor over time.
Key Responsibilities:
- Build lasting relationships with clients and their families
- Provide advice on investment strategies, estate and legacy planning, insurance, tax, and cash flow
- Conduct regular reviews of client accounts and financial plans
- Analyze client data to craft personalized strategies
- Create financial summaries, income projections, and performance reports
- Adjust portfolio strategies as clients’ needs evolve
- Proactively engage with clients and generate referrals
What You Bring
- Bachelor’s Degree in Finance, Financial Planning, or a related field
- Active Series 65 or 66, and one of the following: CFP®, CFA®, ChFC®, CIC
- Life and Health Insurance License (or willingness to obtain within 90 days)
- Proficiency in Microsoft Office and CRM tools (Salesforce preferred)
- Strong working knowledge of financial products and planning
- Excellent communication and relationship-building skills
- Growth mindset and a desire to help expand the client base
What’s in It for You
- Base Salary of $100,000
- Comprehensive Health, Dental & Vision Insurance
- Life, Personal Accident, and Disability Insurance
- Flexible Spending & Health Savings Accounts
- 401(k) Plan with Company Match
- Generous PTO and Paid Holidays
- Opportunities for career development and long-term growth
Salary : $100,000 - $150,000