Magellan Financial & Insurance Services, Inc. · 3 weeks ago
Client Service Advisor (Existing Book)
Waretown, NJ
Full-time
Onsite
Mid, Senior Level
$65K/yr - $80K/yrMagellan Financial & Insurance Services, Inc. is seeking a Client Service Advisor to focus on planning refinement and proactive service for an existing book of loyal clients. This role emphasizes relationship continuity without the pressure of constant prospecting, allowing the advisor to deliver ongoing guidance in financial planning, tax, and retirement decisions.
Financial ServicesInsuranceService Industry
Hiring Manager
Isaiah Williams
Responsibilities
Serve as primary advisor for an existing book of clients
Review, refine, and execute financial plans aligned to client goals
Partner with clients through retirement, tax-aware planning decisions, and life transitions
Collaborate with senior advisors and leadership to elevate service standards
Maintain clear documentation and follow-through using our process + CRM
Qualification
Required
Licensed, experienced advisor or client service-focused financial professional
Life/Health/ Series 65 or 66
Preferred
CFP® preferred, not required
Benefits
Commissions
Performance Bonuses
Company
Magellan Financial & Insurance Services, Inc.
The intersection of fierce independence, disruptive annuity & asset growth, and unstoppable marketing horsepower—this is Magellan Financial.
Founded in 2002
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Austin Nachbar
Director of Strategic Partnerships
Brendon Reed
Director of Strategic Partnerships
Company data provided by crunchbase