Solutions Consultant - Advisor Services (Remote)

Sowell Management; North Little Rock (AR); Remote; USD 60,000 - 80,000; Full time

Job summary

Sowell Management is seeking an Advisor Services Associate to be the go-to operations partner for our independent financial advisors nationwide. You will handle account openings, transfers, cashiering, and custodian requests with Fidelity, Schwab, and other custodians.

This high-touch, relationship-driven role requires 2+ years in financial services and the ability to learn enterprise applications. Remote in the U.S. is considered for the right candidate, with quarterly travel to Little Rock, AR.

Qualifications

• 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.
• Strong customer service mindset and ability to educate advisors on processes.
• Willingness to travel quarterly to the Little Rock home office if remote.

Responsibilities

• 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.

Skills

Customer service skills

Phone etiquette

Verbal and written communication

Interpersonal skills

Multitasking

Relationship building

Problem solving

Tech aptitude

Job description

Sowell Management is seeking an Advisor Services Associate to be the go-to operations partner for our independent financial advisors nationwide. You will handle account openings, transfers, cashiering, and custodian requests with Fidelity, Schwab, and other custodians.

This high-touch, relationship-driven role requires 2+ years in financial services and the ability to learn enterprise applications. Remote in the U.S. is considered for the right candidate, with quarterly travel to Little Rock, AR.