What are the responsibilities and job description for the Advisor Support Specialist position at Sowell Management?
The Advisor Support Specialist, internally known as "Solutions Consultant", is a key member of Sowell Management, supporting independent Financial Advisors through strong service, relationship management, and operational accuracy.
As a Solutions Consultant, you will contribute to our strong service culture by:
As a Solutions Consultant, you will contribute to our strong service culture by:
- Providing administrative and operational support to Independent Financial Advisors and their staff, including account opening and closing, cashiering, and general account maintenance.
- Processing service requests submitted through the FLEX Connect Service Center as part of the Advisor Solutions team.
- Serving as a liaison between Advisors, custodian partners, and internal teams such as Data and Tech, Sales, and Trading.
- Responding to advisor phone calls, providing operational expertise, sharing best practices, troubleshooting complex issues, and resolving service concerns or escalations.
- Educating advisors on custodian platform processes, services, and procedures.
- Partnering with advisors to solve problems and deliver a positive client experience.
- Building lasting business relationships through clear communication and active listening.
Salary : $60,000 - $70,000