Client Service Advisor — Advisor Development Track

Client Service Advisor Advisor Development Track

Skyline Wealth Strategies In-Office Full-Time

Target Total Compensation: $80000

Skyline Wealth Strategies is seeking a highly organized client-focused Client Service Advisor to join our Advisor Development Track. This role supports client service booking operations CRM governance client lifecycle management Money-In-Flight tracking referral and seminar support and advisor preparation workflows.

This position is designed as a long-term development path into a future Financial Advisor role. The successful candidate will help institutionalize Skylines BKS function strengthen the client experience platform and support the firms next phase of advisor capacity and growth.

The ideal candidate has 25 years of client-facing experience strong communication skills excellent attention to detail CRM proficiency and a desire to grow into an advisory career. Experience in wealth management insurance financial services hospitality medical or legal service environments is preferred. Series 65 and Texas General Lines licenses are preferred but candidates actively pursuing licensing may also be considered.

This is a full-time in-office role with a Year 1 target total compensation of $80000 including a $60000 base salary and $20000 target commission.

Key responsibilities include:

• Managing booking workflows advisor calendars and appointment accuracy
• Supporting Skylines white-glove client service experience
• Maintaining accurate CRM records and lifecycle documentation
• Coordinating client follow-up Quarterly Check-Ins and Continuity Reviews
• Tracking Money-In-Flight and supporting new business processing
• Supporting referrals seminars RSVPs prospect bookings and client engagement
• Developing toward future Associate Advisor and Financial Advisor responsibilities

Skyline Wealth Strategies is looking for someone with a growth mindset strong operational discipline and a long-term commitment to client-first wealth management.

Success Goals

• High degree of meeting confirmation accuracy
• Timeliness of service ticketing resolution
• Positive client feedback
• Seamless advisor meeting preparation

Work Model and Expectations

• Full-Time In-Office
• Flexibility on workday and/or evening client events
• Growth oriented career mindset
• High standard of professionalism

Benefits and Perks

• Base salary with commission eligibility
• Health dental and vision insurance
• 401(k)
• PTO

Skyline Wealth Strategies is an equal opportunity employer.

We are committed to building a culture of respect excellence and client first service.