Client Success Financial Advisor
Client Success Financial Advisor
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Job Description
Job Title: Client Success Financial Advisor
Location: Austin TX (On-site)
Employment Type: Full-Time Exempt
Reporting to: VP of Client Success
Compensation: $60000 base salary plus monthly commission
Benefits: Health dental vision 401(k) with employer match paid time off paid holidays
Company Overview
Skyline Wealth Strategies LLC is an Austin Texas based Wealth Management company founded on thePromiseof deliveringLifestyleConfidence andFulfillmentto our clients through personalized Family Office Wealth Advisory. Skylines verticals include Alternative Investments Retirement Planning Tax Planning Private Equity Estate Planning & Legacy Planning. Skyline serves High-Net Worth Families including Business Founders and Owners. The firm specializes in lifetime and generational planning and transitioning through the accumulation preservation and distribution phases of wealth management. We share ourCore ValuesofStewardshipFulfillmentandLegacywith our clients. SkylinesPurposeis ourClients Success. Our FoundersVisionisFulfillment for 1000 Families.
Position Summary
The Client Success Financial Advisor plays a key role in delivering high-quality service and proactive engagement to Skylines annuity and retirement clients. This position focuses on client relationship management portfolio and income plan oversight pipeline execution and compliance with 100% In Good Order (IGO) standards.
The role requires strong communication skills attention to detail and the ability to manage multiple priorities in a client-centered environment. This position provides an excellent career path for professionals seeking to advance in wealth management while developing deep product expertise.
Essential Duties & Responsibilities
Client Engagement & Service
- Serve as the primary contact for annuity clients ensuring a high level of trust and satisfaction.
- Conduct regular service check-ins to review client income plans and financial objectives.
- Provide education on annuity features performance and strategies.
- Proactively communicate updates changes and recommendations to clients.
Portfolio & Income Plan Management
- Maintain client portfolios and income plans in alignment with client goals.
- Coordinate with carriers and internal teams to process reallocations distributions and policy updates.
- Identify opportunities for optimization within client portfolio structures.
Pipeline & Operations Oversight
- Manage annuity application pipelines including transfers and funding processes.
- Monitor case progress from submission through completion addressing delays and NIGOs (Not in Good Order).
- Support back-office functions to ensure efficient and accurate policy issuance.
Compliance & IGO Standards
- Ensure 100% IGO submission for all client files and applications.
- Monitor and review documentation for accuracy and compliance with carrier and regulatory requirements.
- Maintain knowledge of industry regulations and carrier-specific guidelines.
Collaboration & Support
- Partner with advisors client experience teams and operations staff to provide seamless service.
- Prepare client review meeting materials including updated summaries and reports.
- Contribute to the improvement of internal workflows and service systems.
Key Performance Indicators (KPIs)
- Weekly service check-ins and recapture bookings.
- Annuity/life total assets gathered (TAG) per week.
- Percentage of applications submitted In-Good-Order (IGO).
- Timeliness of application processing and funding.
- Client satisfaction scores (NPS/Google Reviews).
- Service ticket resolution within required timelines.
Qualifications
- Bachelors degree in finance business administration or related field preferred.
- Advisor licensing/certifications (Series Insurance CFP) preferred or willingness to obtain.
- 2 years of experience in financial services client relationship management or similar role.
- Strong organizational skills with attention to detail and accuracy.
- Excellent verbal and written communication skills.
- Ability to manage multiple priorities and adapt quickly to new products and systems.
- Familiarity with Salesforce CRM or similar platforms preferred.
Compensation & Benefits
- Base salary starting at $60000 commensurate with experience.
- Performance-based incentive structure and commission opportunities.
- Health dental and vision insurance.
- 401(k) plan with employer matching contributions.
- Paid time off and paid company holidays.
- Continuing education support and career advancement opportunities.
Skyline Wealth Strategies is an Equal Opportunity Employer. We are committed to creating an inclusive workplace where all employees feel valued respected and supported.
Required Experience:
Unclear Seniority
Employment Type
Advisor
