Relationship Manager & Servicing Advisor

u003cpu003eu003cstrongu003eThe Roleu003c/strongu003eu003c/pu003enu003cpu003eSignalPoint 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.u003c/pu003enu003cpu003eYou'll pair real planning know-how with genuine empathy, and clients will come to think of you as their person at the firm.u0026nbsp;u003c/pu003enu003cpu003eu003cstrongu003eYour Impactu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eBe the day-to-day point of contact for clients, handling questions, requests, and advice within your licenseu003c/liu003enu003cliu003eEscalate to the advisors when it matters and follow through until it's resolvedu003c/liu003enu003cliu003ePartner with ourclient experience and operations teams to keep onboarding, account changes, and service requests movingu003c/liu003enu003cliu003eKeep client records and notes current so nothing slips through the cracksu003c/liu003enu003cliu003eFree up the advisors to focus on new business while you take on more as the practice continues to growu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eThe Ideal Matchu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eSeries 65 (or equivalent) and experience in a client-facing planning, advisory, or service roleu003c/liu003enu003cliu003eCFP coursework or progress, or a financial planning backgroundu003c/liu003enu003cliu003eConfident on the phone, with the emotional intelligence to stay calm and helpful when a client is stressed or upsetu003c/liu003enu003cliu003eClear, professional communicator in writing and in conversationu003c/liu003enu003cliu003eOrganized, proactive, and comfortable owning follow-through from start to finishu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eBonus Pointsu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eA 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)u003c/liu003enu003cliu003eComfort picking up new wealth tech platforms quicklyu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eWhy Join Usu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eWork alongside experienced advisors who have built a trusted, well-established practiceu003c/liu003enu003cliu003eHybrid in Springfield, MO or remote for the right personu003c/liu003enu003cliu003eCompetitive comp package that rewards impactu003c/liu003enu003cliu003eWork alongside some of the brightest minds in fintechu003c/liu003enu003cliu003eGround-floor opportunity at a fast-scaling startupu003c/liu003enu003cliu003eChart your own growth path as we expandu003c/liu003enu003cliu003eCompetitive health benefitsu0026nbsp;u003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eReady to disrupt wealth management? Let's talk!u003c/strongu003eu003c/pu003e