Advisor Liaison

Job not on LinkedIn

🔥 0 minutes ago

🌾 Iowa – Remote

🌾 Iowa – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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CIR

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1932

🏭 Manufacturing

⚡ Energy

🔧 Hardware

Manufacturing • Energy • Hardware

CIR is a Uruguayan industrial group with over 80 years of history that provides integrated industrial and engineering solutions across metalworking, thermal power generation, electromechanical assembly, transportation services and HVAC. Its subsidiaries include CIR Ind. Metalúrgica, TFU Montajes, TFU Generación Térmica, Servipiezas, Mekatronic and CIR Acondicionamiento Térmico, supplying equipment, installation, maintenance and spare parts to industrial and transport clients.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

• 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