Relationship Manager & Servicing Advisor

The Role

SignalPoint Asset Management is a Springfield, MO based advisory practice that has been serving families since 2008. We're regular people who happen to love financial planning, and our practice has grown faster than our bandwidth, which is a good problem to have. We're a team of seven led by a Principal and Wealth Advisor, and we're looking for a licensed Servicing Advisor to be the go-to person for our clients day to day, so we can continuebringing in new ones.

You'll pair real planning know-how with genuine empathy, and clients will come to think of you as their person at the firm.

Your Impact

• Be the day-to-day point of contact for clients, handling questions, requests, and advice within your license
• Escalate to the advisors when it matters and follow through until it's resolved
• Partner with ourclient experience and operations teams to keep onboarding, account changes, and service requests moving
• Keep client records and notes current so nothing slips through the cracks
• Free up the advisors to focus on new business while you take on more as the practice continues to grow

The Ideal Match

• Series 65 (or equivalent) and experience in a client-facing planning, advisory, or service role
• CFP coursework or progress, or a financial planning background
• Confident on the phone, with the emotional intelligence to stay calm and helpful when a client is stressed or upset
• Clear, professional communicator in writing and in conversation
• Organized, proactive, and comfortable owning follow-through from start to finish

Bonus Points

• A small existing book (roughly $15M or less), to allow your focus to be on delivering world class service to existing and new clients. CRM experience (HubSpot, Salesforce, Redtail, or similar)
• Comfort picking up new wealth tech platforms quickly