About Us
Bella Advisors is a growing wealth management firm dedicated to helping clients retire with confidence, clarity, and purpose. With a strong pipeline of new clients, we are building a firm designed to scale with the right people in the right seats.
We are looking for a Client Service Advisor with a series 65 License who thrives in a fast-paced, client-focused environment and wants to be part of something bigger than just a job.
The Role
This is a high-impact advisory role focused on delivering an exceptional client experience while supporting and eventually leading client relationships.
You will work directly with firm leadership, preparing cases, participating in client meetings, and gradually taking ownership of client relationships over time.
What You’ll Do
Client Reviews & Meetings
- Prepare and participate in client review meetings
- Present planning recommendations clearly and confidently
- Help guide clients through retirement, tax, and income strategies
Case Preparation
- Analyze client financials, tax returns, and portfolios
- Utilize tools like Holistaplan to identify planning opportunities (Roth conversions, tax strategies, etc.)
- Build and organize meeting prep materials
Client Service
- Serve as a key point of contact for client needs and requests
- Ensure timely follow-up and execution of action items
- Deliver a high-touch, proactive client experience
Relationship Growth
- Identify opportunities to deepen client relationships
- Support retention and long-term client satisfaction
- Participate in a structured path toward managing client relationships
What Success Looks Like
- Clients feel confident, cared for, and well-advised
- Meetings are well-prepared, efficient, and impactful
- Follow-through is consistent and reliable
- You grow into owning and managing client relationships over time
What We’re Looking For
- CFP® designation required
- 2–5+ years of experience in wealth management or financial planning
- Strong communication and presentation skills
- Detail-oriented with the ability to prepare high-quality client work
- Positive, solutions-oriented mindset
- Desire to grow into a larger advisory role
Compensation & Growth
- Competitive base salary ($65k+ depending on experience)
- Performance-based bonuses could increase comp to 90K+
- Clear path to increased responsibility and compensation tied to client relationship ownership and growth
Why Bella
- Direct mentorship from firm leadership
- Clear growth path to Lead Advisor
- Opportunity to take ownership of client relationships
- A firm culture focused on solutions, accountability, and growth
To Apply
- Submit your resume and a brief note on why you’re interested in joining Bella Advisors.
