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Advisor Support Specialist

2 months ago

Southfield, United States Michigan Financial Companies Full time

Opportunity: We are looking for a highly organized, ambitious candidate to assist in our firm’s advisor support team, with a focus on business processing. The Advisor Support Specialist will work closely with our Director of Advisor Services to provide a high level of service and support to our advisors as they work to positively impact the lives, lifestyles and legacies of their clients. The Advisor Support team is integral in streamlining processes for our financial advisors so they can spend more of their time doing what they do best. This full-time position will be housed in our Southfield, MI office.


Primary Responsibilities (including, but not limited to):

  • Assist with the training of new financial advisors on technology systems related to new business submission.
  • Aim to find solutions to problems for dedicated team of advisors in Texas and Michigan.
  • Assist with the smooth transition of Experienced Advisors’ accounts when they join our firm.
  • Provide training to the assistants of newly hired advisors.
  • Assist compliance team with approval process for new account openings and electronic mail review.
  • Attend all New Advisor training sessions weekly for first year.
  • Study for and obtain the following licenses and registrations within first 12 months of hire: Series 7, 66, Life and Health Insurance, Variable Contracts. Studying time will be after hours and on weekends. The firm will reimburse the cost of each license and registration upon successful passed exam.
  • Participate in firm-wide meetings on various subjects.
  • Develop a positive support relationship with assigned advisors.
  • Various projects as needed and communicated to by the MFC/PWS Leadership Team.


Qualifications:

  • Must have excellent organizational skills, attention to detail, and the ability to prioritize.
  • Proficiency in Microsoft Word, Excel and Outlook required.
  • Ability to learn other software programs.
  • Ability to be flexible and work cross-functionally across the firm.
  • Ability to work independently and as part of a team.
  • Strong organization and customer service skills required.
  • Ideal candidate should have a bachelor’s degree in business or a related field and at least 1 year of experience in the financial services industry.
  • Ideal candidate should have experience utilizing a CRM software such as SmartOffice, Salesforce or Redtail.