Service Advisor

Job Description: Service Advisor

Position Summary

The Service Advisor plays a critical role in delivering the BrightPath standard of service—where every client interaction is consistent, thoughtful, and built on trust. This role is responsible for proactively managing client relationships, supporting financial planning execution, and ensuring every client feels heard, cared for, and confident in their path forward.

At BrightPath, service is not reactive—it is intentional, systematized, and designed to create meaningful, lasting relationships. The Service Advisor helps bring this to life by ensuring every touchpoint reflects our commitment to clarity, consistency, and care.

Key Responsibilities

Client Relationship Management

• Serve as a primary point of contact for assigned clients, delivering timely, professional, and proactive communication
• Build trust-based relationships by anticipating client needs and providing personalized support
• Respond to client inquiries within 24 hours and ensure consistent follow-through
• Guide clients through account setup, transfers, and ongoing servicing needs

Client Review & Experience Delivery

• Prepare for all client meetings by organizing financial data, reports, and documentation
• Participate in client review meetings, capturing detailed notes and ensuring clear next steps
• Draft and deliver follow-up communication that reinforces clarity and confidence
• Support clients through key financial milestones and planning conversations

Financial Planning Support

• Collaborate with Advisors to implement and maintain financial strategies across retirement, investment, and insurance planning
• Assist in the preparation and updating of financial plans and projections
• Coordinate execution of planning recommendations in alignment with firm processes

Operations & Process Execution

• Manage workflows related to client servicing, ensuring tasks are completed accurately and on time
• Facilitate account openings, transfers, and maintenance requests with attention to detail
• Ensure all processes follow a consistent, repeatable system that supports scalability and growth

Documentation & CRM Management

• Maintain accurate and up-to-date client records within the CRM system
• Document all client interactions, recommendations, and service actions for compliance and continuity
• Track and manage outstanding tasks, ensuring nothing falls through the cracks

Team Collaboration

• Partner closely with Advisors and Operations to deliver a unified client experience
• Contribute to process improvement initiatives that enhance efficiency and service quality
• Support firm-wide initiatives that reinforce BrightPath’s standard of excellence

Required Qualifications

• 1–3 years of experience in a client-facing role within financial services or wealth management
• Strong understanding of financial products, retirement planning, and client service processes
• Excellent written and verbal communication skills with the ability to simplify complex concepts
• Proficiency in CRM systems (e.g., Redtail or Wealthbox) and Microsoft Office Suite
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
• Active Series 65 and Life & Health Insurance licenses

Preferred Qualifications

• Experience supporting financial advisors in a planning or service capacity
• Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital)
• Progress toward CFP® designation or similar credentials

Company Overview

BrightPath Retirement is building a unified, growth-oriented firm where success is shared, leadership is clear, and every team member plays a visible role in the outcome.

We believe everyone wins because everyone counts. Our systems, processes, and culture are designed to create consistency across every client experience—so no matter where a client engages with BrightPath, they receive the same level of clarity, care, and follow-through.

Our approach is rooted in education, service, and planning—not performance alone. By focusing on relationships and delivering a repeatable standard of excellence, we help clients make today the day.

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• Flexible schedule
• Professional development assistance

Work Location: In person