Explore a career at SWD Group

Client Service Advisor - Louisville, KY

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, then we would like to talk to you! Our growing financial services firm in Louisville, KY is seeking to add a Financial Advisor Assistant to our Team! Initial duties include working alongside the main Advisor, servicing existing clients, processing new business, and client relationship building.

Job Description

The purpose of this position is to service the existing client base with client reviews including beneficiary changes/withdrawals, index annuity reallocations, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, prepping meetings and preparing issued accounts for delivery.

Minimum Requirements:

Position Responsibilities:

This Client Service Advisor will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, help prepare the Advisor for Client appointments and handle client reviews. Other daily, weekly, and/or monthly tasks may include:

Office Administration:

Assisting the Financial Advisor and the branch office to exceed client and regulatory expectations include:

Apply Today

Privacy Policy | Terms of Use

Strategic Wealth Designers, LLC is a Registered Investment Advisor in the states of Kentucky and Indiana. Matt Dicken, Dustin Stanley and Jordan Schwartz are Investment Advisory Representatives affiliated with Strategic Wealth Designers, LLC. The advisors may not transact business in states where they are not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.