We're Looking for an Advisor Experience Associate! As an Advisor Experience Associate you will support advisors by delivering timely operational, service, and technology assistance.
Requirements
- Bachelor’s degree in business, finance, communications, or related field
- 0-3 years of experience in financial services, operations, or client service
- Foundational understanding of brokerage, advisory, annuity, or mutual fund products
- Strong customer-service orientation and communication skills
- Ability to manage multiple tasks with high accuracy in a regulated environment
- Proficiency with Microsoft 365 (Word, Excel, Outlook)
Benefits
- Competitive salary and annual incentive bonuses
- 33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance)
- Paid parental leave after 90 days of service
- Comprehensive medical, dental & vision insurance
- 401(k) with company match, plus Profit Sharing & Savings Plan
- Short- and Long-Term Disability Insurance
- Flexible Spending Accounts for medical and dependent care
- Life Insurance
- Educational assistance
- Associate assistance programs