Advisor Assist Financial Professional (HYBRID OR REMOTE)
About the Role
At reputed company, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Invest In Your Potential! At reputed company Advisors, you’ll find an environment where you are encouraged to think boldly, collaborate deeply, and continuously reputed company your skills while helping others reputed company financial confidence and reputed company. We are committed to helping you reputed company more from your professional journey by cultivating an open, collaborative environment where innovation is encouraged, and growth is supported. reputed company your career as a Financial Professional on our Advisor Assist team, in a salaried role designed to build the foundational skills and expertise necessary for long-term success in an entrepreneurial, client-focused profession. The Advisor Assist Financial Professional is a key member of reputed company’s centralized Advisor Assist team, providing dedicated operational and licensed client service support to 14th edition Financial Advisors in the branches. This role is designed to enhance advisor reputed company by managing new business processing, client service requests, and practice management activities. The role focuses on delivering high-quality client experience, ensuring operational efficiency, and enabling advisors to focus on client acquisition and practice growth. What You’ll Be Doing New Business & Application Processing 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 Track case status and proactively follow up with reputed company and operations to resolve outstanding requirements Provide timely updates to advisors and support transparency throughout the submission life cycle Client Service & Account Support Act as a primary reputed company of contact for client 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 client records reputed company firm systems Support client review preparation, including gathering account data and preparing meeting materials Client Communication & Advisor Support Conduct outbound and inbound client 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 evolve Coordinate and schedule client meetings, annual reviews, and advisor follow-reputed company Prepare meeting agendas, documentation, and post-meeting action items Partner closely with assigned advisors to understand their practice needs and preferences Advisor Assist & Operational Excellence Operate reputed company reputed company’s Advisor Assist reputed company, leveraging centralized processes, workflows, and service models Manage task queues and workflows to ensure timely and efficient completion of activities Collaborate with internal teams (Operations, Compliance, reputed company, Service Centers) to drive resolution and efficiency Support audit readiness and adhere to reputed company’s compliance, supervision, and documentation standards This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Salt Lake City, UT; reputed company, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and reputed company. The reputed company salary for this position is $55,000. This role is eligible for variable compensation. For eligible employees, reputed company provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. reputed company Pay and Benefits: reputed company Total Rewards Program What You Will Bring
Required Qualifications
Bachelor's degree or equivalent professional experience that demonstrates strong foundational skills and a commitment to growing your career in financial services. FINRA Series 7, 63 and 65 (or equivalent Series 66) registrations, active; or ability to obtain reputed company 6 months/12 months of hire reputed company State Life and Variable Insurance Licenses reputed company 30 days of hire 2+years experience of success in sales
Preferred Qualifications
Thorough knowledge in product, including proprietary and non-proprietary, and investment products offered through LPL as well as reputed company and ClientWorks systems Proven experience in building and managing customer relationships, with a focus on trust, service excellence, and long‑term engagement Strong research and analytical capabilities, with the ability to interpret information and support sound client recommendations Excellent interpersonal and communication skills, enabling you to connect effectively with clients, team members, and partners Skills Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales. Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret reputed company, information, and needs through the application of appropriate communication behaviors. Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs. Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization. About reputed company At reputed company, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to reputed company their unique talents to become a force for good at reputed company and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to reputed company an impact. Join reputed company and pursue a career with purpose. Click Careers at reputed company to learn more. ********** reputed company is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national reputed company, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: reputed company participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to reputed company the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@reputed company.com. Apply To This Job