Who We Are

At Retirement Income Source SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor. We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

The Client Service Advisor is a relationship-driven professional responsible for expanding client engagement and contributing to the firm’s revenue growth. This role blends financial consulting with proactive business development by nurturing existing client relationships and identifying new opportunities to onboard prospective clients. The ideal candidate possesses a strong foundation in financial services, exceptional interpersonal skills, and the ability to match client needs with tailored financial solutions. By leveraging the firm’s established expertise and resources, the Client Service Advisor plays a critical role in delivering value to clients while advancing the firm's business goals.

Key Responsibilities

Analyze current client portfolios to identify opportunities for cross-selling and up-selling additional financial products and services
Develop and execute personalized strategies to deepen relationships with existing clients and drive retention
Proactively engage in marketing and outreach efforts to attract new clients through networking, referrals, and campaigns
Conduct consultative meetings with prospects to assess financial goals and recommend tailored solutions
Guide new clients through the onboarding process, ensuring a seamless and professional experience
Meet or exceed individual sales goals and revenue targets through new business development and client expansion
Maintain accurate and detailed records of client interactions, activity tracking, and progress toward goals
Collaborate with internal teams to coordinate service delivery and ensure consistent, high-quality client experience

Benefits

We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

100% employer-covered medical benefits and HRA account
Dental & vision plans
Short and long-term disability insurance
PTO + 10 NYSE company holidays per year
401K with company match program
Free onsite parking
Company-provided laptop and required technology

The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time, or the scope of the position may change as necessitated by company demands and/or industry standards.

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Retirement Income Source SFG

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