Job Overview:

Join a team dedicated to redefining the advice industry as an Advice Support Representative. Partner with financial advisors to efficiently serve clients, enhancing your financial acumen along the way.

Job Details:

Answer inbound calls to meet the service and trading needs, execute planning deliverables, identify client needs, and stay updated on market factors.

Responsibilities:

• Meet service and trading needs of Company advisors and clients
• Execute planning deliverables for client experience
• Identify client needs and collaborate with teams
• Maintain knowledge of Company funds and services
• Participate in special projects and duties

Requirements:

• Undergraduate degree or equivalent experience
• Interest in financial planning and wealth management
• Ability to pass SIE, Series 7, and Series 63 exams
• Strong communication and organizational skills

Benefits:

• World-class training and development programs
• Generous paid time off and holidays
• Industry-leading retirement savings and benefits
• Comprehensive health coverage with onsite perks

Other Details:

Successful applicants will have the opportunity to advance their skills and career through hands-on coaching, continuous support, and access to learning resources, preparing them for a rewarding future.

Discover a purpose-driven environment in New Yorkn Island, New York where your growth is our priority. Join us as we make success accessible to everyone.