Advisor Liaison

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🕒 3 dias atrás

🌾 Iowa – Remoto

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⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🦅 Patrocina Visto H1B

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👻 Score fantasma 10%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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CIR

501 - 1000 funcionários

Fundada em 1932

🏭 Manufatura

⚡ Energia

🔧 Hardware

Manufacturing • Energy • Hardware

A CIR é um grupo industrial uruguaio com mais de 80 anos de história, que oferece soluções industriais e de engenharia integradas nas áreas de metalurgia, geração de energia térmica, montagem eletromecânica, serviços de transporte e HVAC. Suas subsidiárias incluem CIR Ind. Metalúrgica, TFU Montajes, TFU Generación Térmica, Servipiezas, Mekatronic e CIR Acondicionamiento Térmico, fornecendo equipamentos, instalação, manutenção e peças de reposição para clientes industriais e de transporte.

Descrição

• Serve as the primary point of contact between Jordan Creek Financial Solutions and affiliated financial professionals • Partner with OSJ Supervisors and financial professionals to communicate policies and procedures, share Cambridge information, and strengthen advisor relationships • Supervise personal securities activity and review or approve sales activity and correspondence • Serve as an escalation resource for supervisors, financial professionals, and designees • Identify and address financial professional needs using data, responsive service, and consistent follow-through • Review, analyze, and approve daily new business in a timely manner • Support account paperwork and system updates • Lead continuous improvement efforts for day-to-day processes and procedures • Track escalated issues through resolution • Provide guidance on business strategy, industry changes, and branch growth, including office visits and training sessions when appropriate • Collaborate across the firm on strategic projects and reinforce internal policies, regulatory requirements, and clearing-firm procedures • Create a consistent, high-quality advisor experience and support responsible growth across the Jordan Creek network • Meet position-specific service standards and contribute to the definition, measurement, and reporting of new standards

🎯 Requisitos

• 3+ years of related experience and/or training • Series 99 license required • Series 7 and/or Series 24 preferred • Strong judgment, problem-solving, communication, presentation, planning, and relationship-management skills • Ability to interpret financial reports, regulatory guidance, policies, procedures, and legal or technical information • Ability to prioritize multiple projects, work effectively under pressure, and adapt to changing business conditions

🏖️ Benefícios

• Premium benefit package including medical, vision, dental, life and long-term disability insurance • Vacation/sick time • 401K retirement plan with company matching program • Eleven paid holidays • Work/life balance

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