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| Job Category : | Business |
| Company Name: | DISYS |
| Position Name: | Advisor Support / Client Support / Financial Advisor |
| Location : | Charlotte, NC 28262 |
| Job Description : | Title: Financial Advisor TraineeDuration: 4 Months (possible contract to hire)Location: Charlotte, NC 28262Pay Rate: $16-18/hr. MUST HAVE: Any previous experience in financeBachelor’s degree in related focusMust take Wonderlic testJOB DESCRIPTION: Provides remote integration support for newly hired Financial Advisors ( FAs ), channel managers and branch support staff across a multi-channel business model.Delivers a consistent and reliable process for facilitating the transition of Financial Advisors and their book of clients to the Advisors, LLC platform in a timely and efficient manner.Organizes and manages account transfers and new client account paperwork for FAs.Establishes new client accounts into various systems.Interfaces with internal business partners to resolve escalated issues.Serves as a liaison for new FAs, channel management and support staff to provide high quality service and resources.Creates and submits detailed reports and metrics for each completed assignment.Develops and implements FA integration service and best practices.Provides post integration support where appropriate and works closely with the Integration Consultants, branch support staff, channel managers, Business Transition Consultants and Platform Coaching and Support teams.Required Qualifications: 6+ months of financial services industry experience 6+ months of experience in one or a combination of the following: sales support, branch administration or brokerage operationsDesired Qualifications: Excellent verbal, written, and interpersonal communication skillsExcellent organizational, multi-tasking, and prioritizing skillsAbility to interact with all levels of an organization Advanced Microsoft Office (Word, Excel, Outlook, PowerPoint, Access, and Project) skillsDigital Intelligence Systems, LLC (DISYS) is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.Job Types: Full-time, ContractPay: $16.00 – $18.00 per hourSchedule:8 hour shiftEducation:Bachelor’s (Required)Experience:Financial services: 1 year (Required)License/Certification:Securities Industry Essentials (Preferred)Work Location: One location |
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