54 Route 31N
Browse our current openings below. To apply, please send your resume to Liz@scafafinancial.com
At Scafa Financial Services, LLC, we enjoy what we do and the clients we serve. We’re easy going, friendly, caring and treat everyone as family. We’re experienced, skilled and professional, but our clients are what we love most about this business. Building a trusting relationship with our clients is our top priority.
The Service Advisor position is the person who is the primary relationship manager of existing client relationships. He/she is responsible for deepening and growing relationships with existing clients and cultivating new relationships with prospects. The Service Advisor is not directly involved in identifying and cultivating new relationships with prospects. Instead, the focus of the Service Advisor is on implementing a repeatable and exceptional client experience with the goals of garnering additional business and referrals from existing clients. In this role, he/she may direct and/or manage the activities of team members. The Service Advisor will report directly to the firm’s Champion Partner and/or Senior Advisor.
Primary performance duties:
Primary job duties related to clients:
Assist clients in pursuing financial health through a consultative approach by:
Serve as the primary Financial Professional contact (under the direction of the Senior Advisor) to:
Cultivate relationships with new prospective clients to:
Primary job duties related to our firm:
Education and Experience: