RIA Financial Advisor Support Specialist

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:

• 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.

Qualifications

• A willingness to learn and stay current on RIA industry rules and procedures.
• 2 years of financial services experience; Fidelity and/or Schwab experience is a plus.
• Ability to quickly learn and use a variety of online enterprise applications.
• Excellent phone etiquette and strong verbal written and interpersonal communication skills.
• Strong multitasking organization and prioritization skills.
• Strong customer service skills.
• Demonstrated ability and desire to build relationships and develop creative solutions.
• If remote ability to travel to the Little Rock home office quarterly or as requested.

Why Join Sowell

At Sowell Management youll help support a growing national brand and independent financial advisors across the country. Youll work closely with advisors as they serve and grow their client relationships.

This role is ideal for someone who enjoys customer service problem-solving and helping others. If you thrive in a fast-paced environment and enjoy tackling a variety of tasks wed love to meet you.

Required Experience:

IC