Advisor Liaison

Emploi pas sur LinkedIn

🕒 il y a 2 mois

🌾 Iowa – Distant

infoinfo

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🗣️🇺🇸🇬🇧 Anglais requis

D'où vient cette offre

Publiée sur la page carrières de CIR, pas via un site d'emploi

Repérée par Remote Rocketship il y a 2 mois

Toujours ouverte sur le site de CIR. Vérifiée il y a 8 heures.

Logo of CIR

CIR

501 - 1000 employés

Fondée en 1932

🏭 Fabrication

⚡ Énergie

🔧 Matériel

Manufacturing • Energy • Hardware

CIR est un groupe industriel uruguayen avec plus de 80 ans d'histoire, offrant des solutions industrielles et d'ingénierie intégrées dans les domaines de la métallurgie, de la production d'énergie thermique, de l'assemblage électromécanique, des services de transport et du CVC. Ses filiales incluent CIR Ind. Metalúrgica, TFU Montajes, TFU Generación Térmica, Servipiezas, Mekatronic et CIR Acondicionamiento Térmico, fournissant des équipements, des installations, de la maintenance et des pièces de rechange aux clients industriels et de transport.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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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