Broker Check

Service Advisor

Lead and support client meetings, working with our existing clients in a collaborative team environment, guiding their planning and supporting ongoing financial updates and decisions. 

About Our Firm

At Sortino Financial, we help clients make financial decisions they might not otherwise make—choices that shape their lives and futures. We deliver holistic, planning-first advice that integrates investments, retirement, taxes, risk, and estate considerations. Our ensemble, team-based model partners closely with accounting professionals to simplify complexity and deliver meaningful client impact. We align each team member to their highest and best use—so people do what they do best, and clients get the right expertise at the right time.

About the Role

The Service Advisor plays a pivotal role in strengthening client relationships, ensuring that clients stay aligned with their long-term goals after completion of the onboarding process with our team. This role supports that effort by reinforcing recommendations, facilitating engagement, and addressing questions or changes as they arise. Core responsibilities include guiding clients through key decisions, encouraging follow-through on planning strategies, and confirming that recommendations remain appropriate as client circumstances evolve.

This position plays a key role in identifying opportunities within existing relationships and deepening client engagement rather than focusing on new business development or prospecting. It is well-suited for a professional who values relationship-building and takes pride in helping clients stay on track and make measurable progress toward financial milestones. The role operates within a collaborative, client-centric team environment and works closely with internal planners, service associates, and external professionals to support positive outcomes while delivering ongoing value.

Key Responsibilities

  • Lead and support client meetings, including preparation, clear communication, real-time decision support, and timely follow-up.
  • Maintain accurate CRM records, meeting notes, and follow-up tasks.
  • Coordinate with planning staff, external professionals, and other advisors in an ensemble-based approach to support timely, accurate deliverables.
  • Help clients navigate key decisions and identify new opportunities with existing clients.
  • Ensure all client deliverables are completed accurately, on time, and aligned with firm standards.

Qualifications

  • CFP® certification, equivalent designation, or having met the CFP experience requirement.
  • 3–7 years of experience in the financial services industry, ideally with client-facing exposure.
  • Strong interpersonal skills with a comfort level engaging directly with clients.
  • FINRA Series 7 and 65 preferred; Series 6/63 acceptable alternatives. Insurance license (life/health) preferred or willingness to obtain.
  • Excellent organizational and project management skills; proactive and detail oriented.
  • Tech-savvy and eager to learn new tools and processes including financial planning software, CRM systems, and general Microsoft office platforms.

Why Join Us?

  • Flexible work environment after introductory period, with performance-based assessment rather than hours-based evaluation.
    • Growth potential within a small, collaborative team structure.
    • Opportunity for cross-training and lateral movement across roles.
    • Direct client interaction across all levels of the organization — not limited to senior advisors.
    • Professional development, mentorship, and a culture focused on education, clarity, and integrity.

Location: In-Person Position (Office in Timonium, MD) with hybrid and flexible work schedule opportunity after introductory period (3-6 months)

Salary Type: Salary, Non-Exempt

Job Type: Full-Time

Interested in Joining Our Team?

  • If you are interested in or would like to apply for either position, please email a copy of you cover letter and resume to management@sortinofinancial.com with the subject line “Application – [Role] – [Your Name]”.
  • We will review and get in touch directly regarding next steps where appropriate. 
  • Only serious applicants or those with genuine interest should email our team.  We are not engaging external recruiting vendors; solicitations submitted or emailed to our office will not receive a response.