Associate Consultant

Advisor Recruitment Support Opportunity in Financial Services

Associate Consultant


Location(s):      12325 Port Grace Blvd, La Vista, NE 68128

Summary:

The primary responsibility for this position is to provide service and support Securities America Recruiters and the potential advisors joining Securities America in the FI, Retail and Acquisition space. Additional responsibilities include assisting candidates through the candidate approval process, licensing and registration, and affiliation; maintaining sales and marketing databases; explaining Securities America products, technology, and services; and ensuring timely follow-up and completion of paperwork.

Why Advisor Group?

  • Competitive salary and annual bonus paid based on performance
  • Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community
  • Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more
  • 401(k) match from day one of employment
  • Referral bonuses if we hire your referred applicants to our open positions
  • An enriching and engaging career in financial services – our employees overwhelmingly report that they find meaning and purpose in their day to day work
  • Executive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring events

Responsibilities:

  • Maintain databases (Salesforce) by performing basic functions such as entering information, uploading documents, and utilizing drop-down menus. 
  • Support Retail, Acquisition, and the Financial Institution channels in the on-boarding process.
  • Support Securities Recruiters by corresponding with prospective clients (email, direct mail, phone calls), qualifying prospective clients, and setting up appointments.
  • Act as a liaison between the prospective client and various Securities America departments to ensure timely follow-up and completion of paperwork.
  • Deliver high level of service and support through fielding inbound calls and making outbound calls as needed to complete service-related tasks related to all on-boarding activities.
  • Partner with Recruiters to prepare and deliver formal business presentations to qualified prospective clients.
  • Work closely with SAI department to ensure timely review of candidates responses during the candidate on-boarding processes.
  • Provide status updates/reports to recruiters, leadership and business partners
  • Attend various trade shows, conferences, and seminars as requested
  • Maintain current knowledge of industry trends and developments 
  • Assist with home office visits (HOV) which may include but is not limited to, scheduling flights, hotels, car services and sending meeting requests to the necessary presenters, hosting, attending the meeting and taking notes
  • All other duties as assigned

Education Requirements:

  • High School Diploma or equivalent (GED) required

Basic Requirements:

  • 2+ years customer service experience in the securities industry.
  • Ability to communicate and project a positive, professional attitude with co-workers, customers, and various business contacts in person and over the telephone.
  • Knowledge of the securities industry including industry terminology, license requirements, and understanding of Financial Professional practices.
  • Ability to organize, prioritize, and handle multiple tasks with deadlines.
  • Ability to work quickly and accurately under pressure.
  • Ability to present the benefits of Securities America and explain products, technology, and services.
  • Desire to provide excellent customer service.
  • Desire to take ownership of issues and see them through resolution.
  • Ability to communicate with co-workers, customers, and various business contracts in a courteous and professional manner.
  • High attention to details, analytical mindset with strong problem-solving skills.
  • Ability to be at work on a regular basis and predictable basis
  • Must possess excellent verbal and written communication skills.
  • Proficiency with Microsoft Windows, Word, Excel, Outlook and Salesforce.
  • Ability to travel as needed (approximately 10% of time) 

Preferred Requirements:

  • Series 7 industry license
Be A Part Of The Team Behind Our Success!

At Advisor Group, we support financial professionals across the nation, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Equal Opportunity Employer

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Unqualified Applications

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.