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First Wealth

60 jobs near Columbus, OH

Focus Partners Wealth

Wealth Advisor

Omaha, NE

$125K - $145K/yr

They do this by first listening to and understanding each client's unique complexities and desires, before acting. The Wealth Advisor will lead a team and model excellence in financial planning ...

Annex Wealth Management

Wealth Advisor

Madison, WI · On-site

Excellent communication skills and a client-first mindset, especially in high-touch service ... Annex Wealth Management is an equal opportunity employer. We are committed to providing a work ...

First County Bank

Wealth Advisor

Stamford, CT

$159K - $190K/yr

At First County Bank, You + We =Team YOU - Bring your talent, hunger to learn and desire to grow ... We are currently looking for a Wealth Advisor to join our First County Advisors team! This ...

First County Bank

Wealth Advisor

Stamford, CT · On-site

$159K - $190K/yr

At First County Bank, You + We =Team YOU - Bring your talent, hunger to learn and desire to grow ... We are currently looking for a Wealth Advisor to join our First County Advisors team! This ...

FIRST MERCHANTS

Wealth Advisor III

Columbus, OH

First Merchants is seeking a Wealth Advisor III to join our team! This position will develop new client relationships through prospecting efforts and coordinate development of investment management ...

FIRST MERCHANTS

Wealth Advisor III

Indianapolis, IN

First Merchants is seeking a Wealth Advisor III to join our team! This position will develop new client relationships through prospecting efforts and coordinate development of investment management ...

Fortivus Wealth Group

Be Seen First

Wealth Management Advisor

King Of Prussia, PA · On-site

$61K - $119K/yr

Becoming an Entity Advisor at Fortivus Wealth Group offers a unique opportunity to help clients ... the first 3 years) * Additional income structure to support training and early development

Fortivus Wealth Group

Be Seen First

Wealth Management Advisor

King Of Prussia, PA · On-site

$61K - $119K/yr

Becoming an Entity Advisor at Fortivus Wealth Group offers a unique opportunity to help clients ... the first 3 years) * Additional income structure to support training and early development

ARQ Wealth Advisors, LLC

Wealth Advisor

Scottsdale, AZ · On-site +1

ARQ Wealth Advisors is a fast-growing, independent, fee-only fiduciary wealth management firm based ... We are looking for someone who is service oriented first. At ARQ, you'll have the opportunity to ...

First Citizens Bank

Wealth Consultant

San Francisco, CA · On-site

$210K - $300K/yr

Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the ...

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Showing results 1-20

Client Service Advisor -- Advisor Development Track

SKYLINE WEALTH STRATEGIES, LLC

Austin, TX

$60K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago

Job description

Client Service Advisor — Advisor Development Track

Skyline Wealth Strategies | In-Office | Full-Time

Target Total Compensation: $80,000

Skyline Wealth Strategies is seeking a highly organized, client-focused Client Service Advisor to join our Advisor Development Track. This role supports client service, booking operations, CRM governance, client lifecycle management, Money-In-Flight tracking, referral and seminar support, and advisor preparation workflows.

This position is designed as a long-term development path into a future Financial Advisor role. The successful candidate will help institutionalize Skyline’s BKS function, strengthen the client experience platform, and support the firm’s next phase of advisor capacity and growth.

The ideal candidate has 2–5 years of client-facing experience, strong communication skills, excellent attention to detail, CRM proficiency, and a desire to grow into an advisory career. Experience in wealth management, insurance, financial services, hospitality, medical, or legal service environments is preferred. Series 65 and Texas General Lines licenses are preferred, but candidates actively pursuing licensing may also be considered.

This is a full-time, in-office role with a Year 1 target total compensation of $80,000, including a $60,000 base salary and $20,000 target commission.

Key responsibilities include:

  • Managing booking workflows, advisor calendars, and appointment accuracy
  • Supporting Skyline’s white-glove client service experience
  • Maintaining accurate CRM records and lifecycle documentation
  • Coordinating client follow-up, Quarterly Check-Ins, and Continuity Reviews
  • Tracking Money-In-Flight and supporting new business processing
  • Supporting referrals, seminars, RSVPs, prospect bookings, and client engagement
  • Developing toward future Associate Advisor and Financial Advisor responsibilities

Skyline Wealth Strategies is looking for someone with a growth mindset, strong operational discipline, and a long-term commitment to client-first wealth management.

Success Goals

  • High degree of meeting confirmation accuracy
  • Timeliness of service ticketing resolution
  • Positive client feedback
  • Seamless advisor meeting preparation

Work Model and Expectations

  • Full-Time, In-Office
  • Flexibility on workday and/or evening client events
  • Growth oriented, career mindset
  • High standard of professionalism

Benefits and Perks

  • Base salary with commission eligibility
  • Health, dental, and vision insurance
  • 401(k)
  • PTO

Skyline Wealth Strategies is an equal opportunity employer.

We are committed to building a culture of respect, excellence, and client first service.