Client Services Advisor Job Opening

At Scranton Financial Group, we are committed to helping advisors propel their own practice to the next level.

With over 30 years’ experience in the financial services industry, David J. Scranton, owner of Scranton Financial Group, and his team of professionals share their expertise and experience to bridge that gap between prospects and clients

The Client Servicing Advisor plays a vital role in driving revenue growth through expanding existing client relationships and acquiring new clients for the firm. The primary responsibilities include identifying additional business opportunities with our current client base and proactively marketing our services to prospective new clients to onboard them as customers.

Key Responsibilities:

• Analyze current client portfolios and needs to cross-sell and up-sell additional accounts, services and product offerings
• Develop and execute tailored strategies to deepen relationships with existing clients
• Initiate outreach to prospective clients through targeted marketing efforts and networking
• Consult with prospects to understand financial goals and objectives to position our firm's solutions
• Close new client acquisitions by guiding prospects through the onboarding process
• Achieve individual sales targets and revenue quotas through new business growth

Current Series 6 license

• Excellent communication skills
• Financial services experience

Retirement Income Source SFG is an E-Verify employer.

Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.