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The Search Company · Melbourne, Florida
The Search is partnering with an independent financial planning firm in Melbourne to hire a Senior Servicing Advisor. This is a client-focused advisor role serving an established book of existing clients.
The firm is a collaborative team that trusts its people to own their roles and puts clients first in every conversation.
What this person does:
Serves as a primary point of contact for existing client households
Runs regular client reviews and handles client escalations
Guides clients through 401(k) and IRA rollovers and account transitions
Reviews financial plans, including retirement, investment, tax, and estate strategies
Partners closely with the advisory team so clients hear one consistent message
Coordinates with operations and custodians to execute client requests
What we're looking for:
3+ years of experience in an advisor or client-facing planning role
Series 66 and Florida 2-15 (Life, Health, and Annuities) licenses
CFP preferred, or progress toward it
Experience with annuities and advisory accounts
A patient and clear communicator
Someone who enjoys serving existing clients and is excited to grow with a long-term team
What's offered:
Base salary of $85,000 to $100,000, plus an annual bonus of up to $50,000, for total compensation up to about $150,000
Medical, dental and vision, a 401(k) match, and paid time off
A collaborative, in-office team culture with real work-life balance
Details
| Company | The Search Company |
| Location | Melbourne, Florida |
| Type | FULL TIME |
| Niche | Business and Financial Operations Occupations |
| Salary | $85,000 – $85,000 / yr |