Advisor Services Consultant

Advisor Services Consultant

(Internally know at "Solutions Consultant")

Sowell Management

North Little Rock home office. Rogers, AR office or Remote in US possible for the right candidate.

Here at Sowell Management everything we do is centered around our Core Values and our clients:

• We are family. Have each other’s back - Put others first - Critique in private.
• Attitude is everything. Don’t be a jerk & don’t suck. Be enthusiastic, positivity goes both ways.
• Care about what you do. Passion, desire, and drive for excellence - No half-hearted efforts
• Own your commitments. Do what you say. First time, every time.
• Go above and beyond. Teamwork always wins, Help each other out, When it's not your job or after 5.

Role:

As a Solutions Consultant you will help add to our strong service culture by:

• Supporting the operations of our client base of independent Financial Advisors.
• Processing service tickets submitted to the FLEX Connect Service Center along with other Solutions Consultants, as part of the Advisor Solutions team.
• Acting as a liaison between our Advisors and our custodian partners and helping them to navigate internal departments such as Data and Tech, Sales, and Trading.
• Handling incoming advisor phone calls to provide operational expertise, share industry and organizational best practices, troubleshoot complex situations, and resolve service issues and escalations.
• Educating advisors on processes, services, and procedures of the custodian platforms
• Working together with our advisors to solve problems and create a positive client experience.
• Communicating and listening to create lasting business relationships.
• Provide administrative and operational support for advisors and their staff including account opening and closing, receipt and delivery of securities, cashiering and communication regarding account setups.
• Maintaining and growing a strong partner relationship with our advisors.

Qualifications:

• An eagerness to learn and stay current on RIA industry rules and procedures.
• 1 years of experience in financial services, Fidelity and/or Schwab experience a plus.
• Quickly learn and become proficient in a variety of online enterprise applications.
• Excellent phone etiquette and excellent verbal, written and interpersonal skills.
• Ability to multi-task, organize, and prioritize work.
• Strong customer service skills.
• Demonstrated ability and desire to nurture relationships and creatively provide solutions.
• If remote, the ability to travel to Little Rock home office each quarter or as requested.

Company Description

https://www.sowellmanagement.com/