This firm is with an award-winning national provider of retirement programs for businesses. With over 50 years of experience in the investment industry, our well-established client is a leading provider of innovative employee benefit and personal finance services. This is an excellent opportunity to work for a profitable firm consistently ranked as one of the strongest and most respected companies in its industry by the top three financial rating services for one of the top national offices with this organization.

As the Service Manager, your focus will be on client satisfaction and retention. You will work side by side with the VP of this top producing location in a very customer facing and management role. This position provides great room for growth in a forward-thinking and client-driven environment. Apply today if you are excited about teaming with a successful company while receiving great perks!


  • Bachelor’s degree required
  • 5+ years’ experience in financial service or equivalent industry experience
  • Series 6/63 or 7/66 Licenses required
  • Management experience
  • Strong customer relation skills
  • Experience with IRA’s a plus


  • Excellent base salary with profit sharing, first year on target at $85k!
  • Comprehensive medical benefits include dental coverage
  • 401k with match AND pension!!
  • Company car which can be used for professional and personal use