Advisor Experience Specialist

The Advisor Experience Specialist (AES) is responsible for managing the advisor experience within the Regional Growth Team by providing relationship driven escalation resolution and efficiency consultation to financial advisors, practices and firms in the assigned Region.

Requirements

• 3+ years of experience in service, sales support, client relationship management, or a related customer-focused role.
• Exceptional verbal and written communication skills, with the ability to convey information clearly, professionally, and concisely to both internal partners and external firms/advisors.
• Strong time management and organizational skills, with the ability to plan, prioritize, and execute work efficiently in a fast-paced environment.
• Proven ability to manage multiple requests simultaneously, assess urgency and impact, and prioritize tasks to meet deadlines and service expectations. High attention to detail and follow-through, ensuring accuracy, consistency, and timely resolution of requests and escalations.

Benefits

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.