Offices in Elgin, IL, Chicago, IL, Sarasota, FL with hybrid WFH schedule.

Firm Overview:

Mueller Financial Services provides comprehensive financial planning, business planning

services, investment advisory services and insurance-based solutions through a team of

experienced professionals and support staff.

Position Summary:

Service Advisors (SA) are employees who independently service and grow existing client

relationships under the guidance and direction of Lead Advisors.

Essential Responsibilities and Accountabilities:

• To coordinate and share meeting prep responsibilities and client related activities with the Assistant team.  Meeting Workflows/Checklists should be utilized, and the Service Advisor has primary responsibility for the Lead Advisor and/or him/herself being prepared for client meetings.
• Responsible for the execution of the Lead Advisor’s planning, analysis, investment and other decisions that affect the client relationship
• Consults with Lead Advisors on complex decisions and strategic changes to a client’s financial plan or investment strategy
• Work with existing clients in building their portfolios by assessing their investment objectives, risk tolerance, time horizon and unique circumstances
• Conduct periodic reviews with clients to provide updates on current planning, portfolio and investment strategies
• Manage and retain key clients
• Specific work activity may include but is not limited to:

• Grow existing client relationships by adding more assets under management, identifying opportunities for additional services and identifying referral opportunities

Education and Experience: 

• Bachelor’s degree preferred
• Minimum 3 years of experience in the financial services industry
• FINRA Series 7 and 66 licenses

Skills:

• Highly developed client service skills and excellent communication skills
• Communication style that will create trust with clients and team members along with the ability to translate complex ideas into simple and understandable language
• Self-motivated and the ability to prioritize responsibilities
• Marketing and client acquisition experience
• Strong personal identification with firm values and intrinsic values in our industry - Proactive, Respect, Inspiring, Dedication, Enthusiasm – the Heart of Our Culture. Trust, Integrity among others.

Physical Demands: Office Environment: 

• Standard office environment
• This position may require some local travel to client sites