Service Advisor

A Houston-based, full-service wealth management and financial planning firm is hiring a Service Advisor to support high-net-worth clients and elite Wealth Advisors in a high-touch, fast-moving environment. This role owns client service execution. From account openings and transfers to insurance underwriting coordination and complex trust registrations, this role serves as a trusted point of contact for day-to-day client needs. You will work deep in the details, manage significant volume, and ensure every client interaction is handled with precision and polish. They are looking for a sharp, collaborative client-service professional with experience in an RIA or similar wealth management environment, comfort supporting ultra-high-net-worth clients, and the confidence to manage complexity without dropping the ball.

Service Advisor Responsibilities:

Serve as a primary contact for client service requests and account-related inquiries

Schedule and prepare materials for client review meetings

Open, maintain, and update client accounts across multiple registrations and entities

Process onboarding paperwork for advisory accounts, financial plans, insurance, and annuities

Manage insurance underwriting workflows, including medical records and carrier coordination

Initiate and track asset and money movements

Support complex trust structures, including irrevocable trusts and IDGTs tied to insurance strategies

Maintain accurate records and documentation in Salesforce and paperless filing systems

Monitor custodian alerts and proactively resolve issues

Partner closely with Wealth Advisors and internal teams to ensure seamless execution

Assist with special projects as needed in a high-volume, high touch setting

Service Advisor Requirements:

3+ years of experience in an RIA or wealth management firm serving high-net-worth clients

Experience supporting clients with $10M-$250M net worth or $500K+ annual income

Bachelor's degree preferred

Strong working knowledge of life insurance in a wealth management context

Proven ability to open and fund accounts across complex registrations and trust structures

Experience with Salesforce or similar CRM, plus portfolio and document management systems

Highly organized, detail-driven, and able to manage volume without sacrificing quality

Excellent written and verbal communication skills

Clean broker check required Series 65 or equivalent (7 or 66)

Benefits:

10% salary bonus paid quarterly

Quarterly profit-sharing bonus

100% employer-paid medical insurance for the employee

Dental and vision coverage

401(k) with safe-harbor match

Unlimited PTO

Standard holidays plus additional time around Thanksgiving and Christmas

Strong commitment to work-life balance in an onsite, team-oriented environment

Clear track record of promoting from within