Crestmont Private Wealth Senior Service Advisor (CFP REQUIRED) Houston, TX · Boerne, TX · Full time Company website

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**Job Title: Senior Service Advisor (CFP REQUIRED)**

**Job Type: Full-Time**

**Location: Houston, TX**

**Salary Range: $70,000 - $110,000 per year**

**Job Overview:**

Crestmont Private Wealth LLC is seeking a dynamic and experienced Senior Service Advisor with a Certified Financial Planner (CFP) certification to join our team in Houston, TX. The ideal candidate will be fluent in E-Money, Ycharts, Client Engagement, and possess excellent technical and soft skills.

**Responsibilities:**

- Provide comprehensive financial planning services to clients, including investment management, retirement planning, and estate planning

- Develop and maintain strong client relationships through regular communication and meetings

- Conduct thorough financial analysis and create customized financial plans based on clients' goals and objectives

- Stay up-to-date on industry trends and regulations to provide clients with the most current and relevant advice

- Collaborate with internal teams to ensure seamless delivery of services and exceed client expectations

**Requirements:**

- Certified Financial Planner (CFP) certification required

- Bachelor's degree in Finance, Business, or related field

- Minimum of 5 years of experience in financial planning or wealth management and client facing, leading meetings

- Proficiency in E-Money, Ycharts, and other financial planning software

- Strong communication and interpersonal skills

- Ability to work independently and as part of a team

- Series 65 mandatory

- Must adhere to Crestmont Private Wealth LLC's policies and company agreements

A Senior Advisor:

-         An employee who demonstrates a strong drive and desire to help the company succeed, particularly from a customer service and relationship management perspective, is someone who consistently goes above and beyond expectations. This individual understands that their role is not just to address immediate customer needs but to build lasting relationships that foster loyalty and trust.

-         Specifically, this employee will:

-         Proactively Solve Problems: Instead of waiting for customers to reach out with issues, they anticipate potential challenges and take preemptive action to resolve them before they escalate. They stay well-informed about product updates, common issues, and industry trends to be a reliable resource for both customers and colleagues.

-         Go the Extra Mile: This employee consistently demonstrates a willingness to do more than what’s required. Whether researching an issue thoroughly to provide the most accurate solution, or coordinating with other departments to fulfill a customer’s special request, they’re always ready to put in the extra effort to ensure customer satisfaction.

-         Staying Late When Needed: When there’s a critical issue or a high-priority customer concern, this employee isn’t concerned with the clock. They’re willing to stay late or come in early to ensure that urgent customer needs are addressed, demonstrating their commitment to ensuring smooth, uninterrupted service. They understand that sometimes customer service doesn't operate on a 9-to-5 schedule, and they're ready to do what it takes to ensure customer satisfaction.

-         Building Relationships: Beyond just solving problems, they take the time to understand the customers’ unique needs and preferences. This employee often checks in with clients after a resolution to ensure the solution worked and to see if there’s anything else they can help with. They are personable, empathetic, and maintain a positive attitude, even during challenging situations, which helps strengthen long-term customer relationships.

-         Consistently Improving: They actively seek feedback from customers and colleagues and use it to improve their performance. If there’s a process issue, they might suggest improvements or take the initiative to work with other teams to streamline workflows that benefit both the company and the customers.

-         Representing the Company’s Values: Whether dealing with a difficult customer or a routine inquiry, this employee always represents the company with professionalism, enthusiasm, and a solutions-oriented mindset. They know their role directly impacts customer retention and the overall success of the company, and they take ownership of this responsibility.

-         In summary, this employee combines dedication, initiative, and a customer-first mentality, demonstrating the willingness to stay late, go above expectations, and constantly seek ways to improve the customer experience. Their commitment directly contributes to fostering strong, positive relationships with customers and ultimately supports the company's long-term success.

-         They are measured on their ability to retain and grow that segment with quality advice, fiduciary mindset (not selling anything).

-         Measurables:  

o  Net new AUM vs lost AUM (deposits versus withdrawls). Net new clients (new versus lost qualified clients for that segment)

o  Internal Team Review on Core Values in Action

o  External Client Satisfaction Scores 

If you are a CFP fluent in E-Money, Ycharts, Client Engagement, and possess excellent technical and soft skills, we invite you to apply for the Senior Service Advisor position at Crestmont Private Wealth LLC. Join our team and help our clients achieve their financial goals and secure their futures.