Job Description

Service Advisor

Location: San Antonio, TX

About the Opportunity:

A growing, independent wealth management firm in San Antonio is seeking a motivated and detail-oriented Service Advisor to join its team. The firm is dedicated to helping individuals and families achieve long-term financial confidence through comprehensive planning, personalized investment management, and a client-first culture grounded in trust and education.

This is an excellent opportunity for an early-career financial professional to work closely with experienced advisors, gain hands-on exposure to financial planning and client relationship management, and grow toward a future lead advisor role.

Key Responsibilities:

• Support senior advisors in managing and servicing client relationships.
• Prepare meeting materials, financial plans, performance reports, and follow-up summaries.
• Handle client service requests, including account updates, transfers, and scheduling.
• Maintain accurate client records in CRM and financial planning software.
• Participate in client meetings, take notes, track action items, and ensure timely follow-up.
• Collaborate with internal teams to enhance processes and ensure compliance.
• Stay current on financial planning concepts, investment products, and industry best practices.

Qualifications:

• 1–3 years of experience in financial planning, wealth management, or client service within financial services.
• Series 65 or Series 7 & 66 combination preferred (or willingness to obtain within one year).
• Life & Health Insurance license preferred or ability to obtain.
• Progress toward or interest in the CFP® designation encouraged.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Professional, team-oriented attitude with a commitment to delivering exceptional client service.

What’s Offered:

• Competitive base salary with performance-based bonuses.
• Mentorship and professional development opportunities with seasoned advisors.
• Operational and planning support to allow focus on client relationships.
• Continuing education and certification support.
• A collaborative and client-focused culture that values integrity, growth, and long-term success.

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