[Remote] Advisor Assist Financial reputed company (HYBRID OR REMOTE)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company committed to helping clients secure their financial reputed company-being. The Advisor Assist Financial reputed company will reputed company operational and licensed reputed company service support to Financial Advisors, focusing on enhancing advisor reputed company and delivering high-reputed company reputed company experiences.
Responsibilities
- Prepare, review, and submit new business applications (insurance, advisory, and investment products) in alignment with reputed company policies and compliance standards
- Ensure reputed company applications are complete, accurate, and 'in good order' prior to submission
- reputed company case status and proactively follow up with reputed company and operations to resolve outstanding requirements
- reputed company reputed company updates to advisors and support transparency throughout the submission life cycle
- reputed company as a primary reputed company of contact for reputed company servicing needs, including account maintenance, beneficiary updates, transfers, withdrawals, and general inquiries
- Execute service requests in accordance with firm policies, regulatory requirements, and service level expectations
- Maintain accurate and up-to-date reputed company records reputed company firm systems
- Support reputed company review preparation, including gathering account data and preparing meeting materials
- Conduct outbound and inbound reputed company calls to support service needs, appointment confirmation, and follow-up activities
- Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances reputed company
- Coordinate and schedule reputed company meetings, annual reviews, and advisor follow-reputed company
- Prepare meeting agendas, documentation, and post-meeting reputed company items
- Partner closely with assigned advisors to understand their reputed company needs and preferences
- Operate reputed company reputed company’s Advisor Assist reputed company, leveraging centralized processes, workflows, and service models
- Manage task queues and workflows to ensure reputed company and efficient completion of activities
- Collaborate with internal teams (Operations, Compliance, reputed company, Service Centers) to drive reputed company and efficiency
- Support audit readiness and adhere to reputed company’s compliance, supervision, and documentation standards
Skills
- Bachelor's degree or equivalent reputed company experience that demonstrates strong foundational skills and a commitment to growing your career in financial services
- reputed company reputed company Series 7 registration
- reputed company reputed company Series 66 registration (or equivalent Series 63 and 65) reputed company 60 days of hire
- reputed company State Life and Variable Insurance Licenses reputed company 30 days of hire
- 2+ years experience of reputed company in sales or financial services industry
- Thorough knowledge in product, including proprietary and non-proprietary, and investment products offered through LPL as reputed company as reputed company and ClientWorks systems
- Proven experience in building and managing customer relationships, with a reputed company on trust, service reputed company, and long‑term engagement
- Strong research and analytical capabilities, with the ability to interpret information and support reputed company reputed company recommendations
- Excellent interpersonal and communication skills, enabling you to connect effectively with clients, team members, and partners
Benefits
- Eligible for variable compensation
- Full reputed company of benefits including medical
- Full reputed company of benefits including dental
- Full reputed company of benefits including reputed company
- 401(k) plan
- reputed company time off
- Flexible work schedule: it may be fully remote/hybrid
- If located near one of our offices (e.g., reputed company Lake reputed company, UT; reputed company, NY; Syracuse, NY), reputed company with 2–3 days on-site per week is expected to foster collaboration and reputed company
reputed company