Managed Account Support Specialist

Description:

The Expertise We’re Looking For

• FINRA Series 7 required
• FINRA Series 63 and 65 or Series 66 licensed OR ability to acquire upon hire (paid training & support provided)
• Broad based knowledge and understanding of general financial planning concepts, including managed solutions
• Demonstrated customer service and relationship management skills

The Purpose of Your Role

• Support the Advisory Services relationship with outbound calls to schedule appointments and pre-appointment planning
• Ensure new Managed Accounts are established correctly
• Mitigate risk by reviewing oversight reports and providing guidance to Associates and Leaders