Service Advisor - Ann Arbor, MI at Advisor Talent Solutions

Ann Arbor, Michigan, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Aug, 26

Salary

90000.0

Posted On

20 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Portfolio Management, Client Relationship Management, Financial Analysis, CRM Documentation, Investment Philosophy, Risk Management, Client Outreach, Retirement Planning, Account Monitoring

Industry

Financial Services

Description

Position: Service Advisor Firm: Imber Wealth Advisors Location: Ann Arbor, MI Do you excel at building long-term relationships, thoughtful planning, and serving as a dependable guide for clients? Are you proactive, detail-oriented, and committed to doing what’s right for the families you serve? If you are passionate about providing lasting advice with heart and excellence, we want to meet you. Imber Wealth Advisors seeks a Service Advisor to support and strengthen relationships with our established client families. You’ll provide ongoing financial guidance, proactive outreach, and exceptional service, ensuring clients feel supported and confident in their retirement plans. Our mission is to help people make great decisions for an amazing retirement. As a Service Advisor, you play a key role in delivering on that promise with consistency, preparation, and genuine care. What You’ll Do As our Service Advisor, you’ll be the main point of contact for assigned clients, managing all aspects of ongoing service and advice with a relational, analytical, and accountable approach. Client Relationships & Retention * Serve as the primary point of contact and advisor for assigned client families * Build, maintain, and deepen long-term client relationships * Delivering ongoing advice and guidance aligned with Imber’s investment philosophy Client Reviews & Meeting Ownership * Prepare and conduct client review meetings focused on current retirement plan in place * Ensure review emails are sent by Monday prior to scheduled review meetings * Complete all meeting preparation by Friday before each appointment * Gather account values, review portfolios, and prepare review summaries in advance * Review plans and recommendations prior to client meetings with lead advisor * If applicable, discuss changes with lead advisor before implementation Financial Planning, Analysis & Advice * Compile and analyze client data to support financial plans and recommendations * Perform portfolio analysis and ongoing monitoring * Develop and present customized recommendations aligned with client goals * Identify opportunities for improved service, risk management, or planning strategies * Answer client questions related to accounts, portfolios, and planning decisions Documentation & CRM Excellence * Dictate and enter meeting notes into the CRM within 24–48 hours of client appointments * Maintain accurate, compliant, and up-to-date client records * Ensure documentation supports continuity, service quality, and regulatory standards Proactive Client Outreach * Conduct weekly outreach calls to assigned clients * Maintain proactive, consistent communication outside of scheduled review meetings * Identify opportunities to strengthen relationships and anticipate client needs Team Collaboration & Professional Growth * Participate in weekly team meetings and ongoing advisor training * Maintain required licenses and complete continuing education * Identify opportunities for personal and professional development * Contribute insights on client trends, needs, and service opportunities What We’re Looking For We’re looking for a relationship-first advisor who values preparation, consistency, and trust. * 3-5 years in financial planning, investments, and portfolio management required * Series 65 required * Michigan Life and Health preferred or willing to obtain within 90 days * Confident, warm, relationship-driven, and client focused * Highly organized, detail-oriented with strong follow-through * Proactive, thoughtful, and committed to continuous improvement What You’ll Get: Pay & Perks: * $80,000 - $90,000 + bonus opportunities * Health Insurance – 50% paid by firm * Access to optional ancillary benefits: Dental, Vision, etc. * 401(k) with a 5% company match after 3 months * PTO and flex time * Friday – lunch provided for team building and connection * Professional development opportunities Hours: * In office: Monday – Thursday, 8:45am – 5:00pm / Friday 8:45am-3:00pm Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com [https://advisortalentsolutions.com/]

Responsibilities

Serve as the primary point of contact for client families, providing ongoing financial guidance and conducting retirement plan review meetings. Manage client data analysis, portfolio monitoring, and maintain detailed records within the CRM.