Magellan Investment Partners · 15 hours ago
Client Service Advisor (Existing Book)
Waretown, NJ
Full-time
Onsite
Mid Level
$65K/yr - $80K/yrMagellan Financial 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 for long-term leadership opportunities.
Financial Services
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 licensing
Ability to serve as primary advisor for an existing book of clients
Experience in reviewing, refining, and executing financial plans aligned to client goals
Capability to partner with clients through retirement, tax-aware planning decisions, and life transitions
Experience in collaborating with senior advisors and leadership to elevate service standards
Ability to maintain clear documentation and follow-through using process + CRM
Strong client satisfaction and retention skills
Strong planning execution and proactive reviews
Organized follow-up, reliable communication, and consistent service cadence
Willingness to take on increasing responsibility and leadership contribution over time
Preferred
CFP® certification preferred, not required
Benefits
Health insurance
Paid time off
Company
Magellan Investment Partners
We are dedicated partners, driven by a focus on understanding client needs and providing specialist investment solutions.
Founded in 2006
51-200 employees
Funding
Current Stage
Growth StageRecent News
2025-10-09
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