Advisor Experience Consultant

We're Looking for an experienced Advisor Experience Consultant to serve as a dedicated relationship partner to our advisors, delivering exceptional service, operational guidance, and support and resources needed to grow their business and deliver excellent client outcomes.

Requirements

• Bachelor’s degree in business, finance, communications, or related field preferred.
• 4-8 years of experience in Sales and Service or Administration environment with extensive knowledge of annuity and/or mutual fund business preferred.
• Strong knowledge of annuities, mutual fund custodial platforms, brokerage/advisory accounts, and regulatory considerations.

Benefits

• Competitive salary and annual incentive bonuses to reward your contributions.
• 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 to give you peace of mind.
• Flexible Spending Accounts for medical and dependent care.
• Life Insurance to protect your loved ones.
• Educational assistance to support your career development.
• Associate assistance programs for your personal and professional well-being.