Advisor Platform Success Consultant

Advisor Group•Scottsdale, AZ

19d•$80,000 - $95,000•Onsite

About The Position

The Advisor Platform Success Consultant is responsible for assisting the OAS (Osaic Advisory Services) Platform Success Team in serving, building and strengthening relationships with the financial professionals and partners affiliated with Osaic Advisory Services, a member of Osaic. The Advisor Platform Success Consultant will assist advisors and their staff with OAS’s technology Platform including Salesforce, Black Diamond, and Orion, including how to access them and use them in the advisors’ practice.

Requirements

Minimum 2 years’ related experience in financial services or similar industry.
Knowledge of investment services, products, practices, and general market trends.
Well-developed analytical and project management skills, highly organized with the ability to handle multiple tasks and multiple priorities simultaneously.
Working knowledge of Microsoft Word, Excel, Outlook, and other Web-based applications.
Strong knowledge of FINRA SEC, and state rules and regulations.
Excellent verbal and written customer service, telephone, troubleshooting and communication skills.
Possess excellent organizational skills with the flexibility to readily adapt to change.
Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree.
Minimum of high school diploma or equivalent is required.

Nice To Haves

FINRA Series SIE preferred
FINRA Series 7 and 66 licenses preferred.
Willingness to obtain additional licensing is a plus.
Life and Annuity Insurance Licenses preferred.

Responsibilities

Serve as primary point of contact for day-to-day questions or issues related to tech provided by RIA.
Provide navigational support & training for CRM & performance reporting solutions.
Conduct technology consulting calls with advisors and deliver feedback to Senior Consultant for evaluation.
Communicate effectively across team and escalate high priority issues accordingly.
Partner with platform vendors when necessary to solve complex advisor issues.
Demonstrate an ability to build relationships with branch offices and internal team members and third party vendors.
Analyze current processes and make recommendations on quality process improvements.
Educate advisors and their staff about technology procedures related to tools provided by the RIA through the creation of guides, FAQs, training calls and virtual meetings.
Stay abreast of FinTech-related trends and developments that may impact internal procedures and financial professionals’ businesses.
All other duties as assigned.