Job description: Support the execution of advisor-focused strategies developed by leadership. Play a critical role in translating strategy into action. Ensure advisors are informed, supported, and equipped to succeed. Serve as a primary point of contact for advisors on engagement-related topics. Help coordinate resources, track progress, and surface advisor feedback to leadership. Build and maintain strong, trust-based relationships with advisors through regular communication, meetings, and scheduled outreach. Act as a consistent, reliable point of contact for advisor questions, needs, and follow-up. Support the implementation of advisor engagement initiatives developed by the COO and leadership team. Assist with organizing, tracking, and following up on firm-wide and advisor-specific initiatives. Help ensure consistency and accountability in execution across advisors. Assist advisors with annual business planning, goal tracking, and organic growth activities. Support the use of accountability frameworks and provide reminders, updates, and documentation as needed. Connect advisors with internal resources, tools, and training to enhance their practices and client service. Help document, monitor, and suggest improvements to advisor-facing processes. Partner with operations, marketing, and technology teams to ensure smooth execution of advisor initiatives. Identify challenges impacting advisors and help coordinate solutions with appropriate internal teams. Serve as a sounding board, escalating advisor feedback and improvement ideas to leadership. Support change initiatives by helping advisors understand and adopt new programs or processes. Qualifications: Bachelors degree (B.A. or B.S.). FINRA registrations, including SIE, Series 7, and Series 66 (must obtain within 6 months of hire if not already licensed). 5+ years of experience in the financial services or wealth management industry is desired. Highly detail-oriented and process-driven, with the ability to maintain organized systems, follow workflows, and ensure consistency in execution. Proactive, service-minded, and comfortable supporting a wide range of needs. Resource-oriented mindset skilled at locating answers, tools, and guidance. Strong interpersonal and written communication skills. Effective problem solver with a collaborative, team-first mindset. Strong financial and analytical skills. Comfortable working in a support-oriented role with high visibility and impact. Why is This a Great Opportunity: Support the execution of advisor-focused strategies developed by leadership. Play a critical role in translating strategy into action. Ensure advisors are informed, supported, and equipped to succeed. Serve as a primary point of contact for advisors on engagement-related topics. Help coordinate resources, track progress, and surface advisor feedback to leadership. Build and maintain strong, trust-based relationships with advisors through regular communication, meetings, and scheduled outreach. Act as a consistent, reliable point of contact for advisor questions, needs, and follow-up. Support the implementation of advisor engagement initiatives developed by the COO and leadership team. Assist with organizing, tracking, and following up on firm-wide and advisor-specific initiatives. Help ensure consistency and accountability in execution across advisors. Assist advisors with annual business planning, goal tracking, and organic growth activities. Support the use of accountability frameworks and provide reminders, updates, and documentation as needed. Connect advisors with internal resources, tools, and training to enhance their practices and client service. Help document, monitor, and suggest improvements to advisor-facing processes. Partner with operations, marketing, and technology teams to ensure smooth execution of advisor initiatives. Identify challenges impacting advisors and help coordinate solutions with appropriate internal teams. Serve as a sounding board, escalating advisor feedback and improvement ideas to leadership. Support change initiatives by helping advisors understand and adopt new programs or processes. Salary Type : Annual Salary Salary Min : $ 80000 Salary Max : $ 90000 Currency Type : USD
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