Client Services Advisor

Job Description

Job Description

At Journey Wealth Strategies , we serve families, physicians, professionals, and business owners at pivotal moments in their lives. Our work goes far beyond managing money — we help clients make confident decisions, reduce uncertainty, protect what matters most, and move toward true financial freedom.

Our firm is built on a foundation of clarity, trust, connection, and world-class service. To support that mission, we are seeking an exceptional Client Service Advisor—someone who finds genuine fulfillment in ensuring others feel seen, supported, and cared for at the highest level.

This role is ideal for a professional who believes relationships matter and excellence is non-negotiable.

About the Role

As a Client Service Advisor, you are a cornerstone of the client experience, shaping how clients feel, trust, and engage with our firm. You work closely with advisors and leadership to ensure every interaction reflects the care, precision, and professionalism clients expect.

You are a trusted steward of relationships, details, and follow-through. Your work allows our partners to focus on strategy while you ensure nothing falls through the cracks and every client feels known.

Who You Are

You are calm, capable, and quietly confident. You take pride in doing things the right way — even when no one is watching.

You likely resonate with the following :

• Precision is personal to you. You value accuracy, organization, and completing complex tasks to a high standard.
• You lead with emotional intelligence. Clients trust you because you listen well, communicate clearly, and genuinely care.
• You thrive in responsibility. Managing multiple priorities energizes you when expectations are clear and the mission is meaningful.
• You are technically fluent. Financial planning software and CRM systems are tools you use with confidence.
• You document with excellence. Your notes, records, and follow-ups are thorough, timely, and reliable.
• You think long-term. You are looking to grow into mastery, leadership, and deeper contribution.

Compensation & Benefits

If you are the right fit, we are fully committed to compensating you in a way that reflects your value.

The Invitation

If you believe service is meaningful, details matter, and doing excellent work for the right people is deeply fulfilling, we would welcome the opportunity to meet you.

This position will remain open until February 15 .

Responsibilities :

Primary Responsibilities

Qualifications : Credentials

About Company

Journey Wealth is a boutique Financial Planning Firm that specializes in serving high-net-worth families, Physicians, and Business Owners.

Journey Wealth has a unique blend of vision and precision that defines our leadership and helps us provide an unparalleled experience for those we serve.

Our passion for helping people make better decisions and our analytical approach offer the chance to work in a dynamic environment that values both creativity and structure. A team committed to meaningful, results-driven service, and the opportunity to support clients in achieving their lifelong goals and dreams through personalized financial strategies. It’s an environment where work will directly contribute to transforming clients' futures while benefiting from a collaborative and goal-oriented atmosphere.