Service Advisor (Fintech)

TL;DR

Service Advisor (Fintech): Providing comprehensive support to an existing client base and Lead Advisors within a financial services practice with an accent on account management, client inquiries, and financial strategy implementation. Focus on maintaining strong client relationships, processing complex transactions, and utilizing financial planning tools like Salesforce and Morningstar.

Location: Remote (USA), associated with Tallahassee, FL

Salary: $40,000–$60,000

Company

A faith-based, not-for-profit financial services organization dedicated to helping clients achieve multiple financial goals through integrated strategies.

What you will do

• Maintain existing client relationships by resolving inquiries and ensuring documentation is up to date.
• Support Lead Advisors in the preparation and follow-up for client meetings.
• Manage and update client information using Salesforce, MoneyGuide Pro, and Morningstar.
• Process service forms, new business applications, and trade orders.
• Identify potential sales opportunities and partner with Financial Advisors to close them.

Requirements

• Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuities registration required.
• Previous experience in financial services.
• 2+ years of demonstrated customer service experience preferred.
• Ability to maintain the integrity of sensitive and confidential information.
• Strong organizational skills and analytical thinking.

Culture & Benefits

• Base salary with additional performance-based incentive compensation.
• Faith-based, not-for-profit organizational mission.
• Commitment to Equal Employment Opportunity (EEO) and reasonable accommodations.
• Collaborative team environment focused on serving the Christian community and nonprofit organizations.