Financial Advisor Support Specialist
Location: Landfall, MN
Job Type: Direct Hire
Company: TRC Talent Solutions
Salary: $45,000 - $55,000 Per Year
Category: Financial Services
Job Description Apply Now
The Financial Advisor Support Specialist role offers an exciting opportunity for dedicated professionals to contribute meaningfully within the financial services sector. This position is designed for individuals who excel in fast-paced, collaborative environments and have a passion for solving complex problems. As a Financial Advisor Support Specialist, you will play a pivotal role in supporting financial advisors and operational teams, ensuring seamless workflow and outstanding service delivery. This is an ideal opportunity for those seeking to grow their career in the financial services industry, especially within broker-dealer environments, by gaining hands-on experience with financial products, regulatory compliance, and advanced operational processes.
Successful candidates will join a dynamic organization committed to fostering career growth and professional development. With a structured training program in place, new hires are equipped from day one with the knowledge and tools necessary to thrive in the Financial Advisor Support Specialist position. The role involves a blend of direct advisor assistance, detailed investigation into operational challenges, and proactive process improvement, making it a comprehensive and rewarding opportunity for motivated individuals.
Based in Oakdale, MN, this full-time position offers a hybrid work schedule, allowing you to enjoy a balance of onsite collaboration and remote flexibility. Working hours are designed to accommodate a range of schedules, providing further flexibility for professionals eager to join an innovative team. Oakdale, MN is known for its vibrant community and business-friendly environment, making it an attractive location for individuals seeking growth in the financial sector.
As a Financial Advisor Support Specialist, your core function is to be a knowledgeable resource for financial advisors, ensuring their inquiries and operational needs are met with efficiency and professionalism. This position also upholds high standards for compliance and regulatory adherence, reflecting the importance of meticulousness in every aspect of operational support. Your daily responsibilities will involve a combination of direct communication, critical thinking, and collaboration with both internal and external stakeholders.
The ideal candidate for this role will bring at least two years of experience in financial services operations or within a broker-dealer environment. Familiarity with CRM tools, such as Salesforce, and previous experience in a call center setting are essential. A high school diploma or equivalent (GED) is required, while candidates with four or more years of brokerage experience will be given preference. These qualifications ensure that all team members are well-prepared to handle the complexities of the financial services landscape.
TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. TRC Talent Solutions is committed to connecting professionals with meaningful opportunities and supporting your career aspirations in every way possible.
If you are a proactive problem-solver who thrives in a collaborative environment and is passionate about delivering excellent service in the financial sector, we encourage you to apply for the Financial Advisor Support Specialist position by clicking the job application button today.
Financial Advisor Support Specialist - Summary- Serve as the primary support resource for financial advisors and internal teams in a dynamic broker-dealer environment.
- Participate in a structured training program to gain expertise in financial products, compliance, and operational procedures.
- Work within a hybrid schedule, balancing onsite and remote work opportunities.
- Develop professional skills that advance your career in the financial services industry.
- Respond promptly and accurately to advisor inquiries, ensuring advisors can provide exceptional service to their clients.
- Troubleshoot and resolve operational issues, including account setup, transaction processing, and complex service requests.
- Conduct thorough research to address escalated issues, delivering actionable and well-documented solutions.
- Identify patterns in recurring issues and recommend process improvements to enhance overall advisor experience.
- Maintain a comprehensive understanding of company systems, financial products, and operational processes to deliver effective support.
- Ensure adherence to all regulatory requirements and operational standards.
- Assist in resolving compliance-related inquiries with attention to accuracy and detail.
- Competitive salary structure reflective of experience and industry standards.
- Comprehensive benefits package available to full-time employees.
- Access to structured training and ongoing professional development programs.
- Opportunities for advancement within the organization based on performance and career goals.
- Minimum 2 years of experience in financial services operations or within a broker-dealer environment.
- Experience with CRM tools such as Salesforce.
- Background in a call center setting preferred.
- High school diploma or equivalent (GED) required.
- 4+ years of brokerage experience preferred.
- Demonstrates strong problem-solving and analytical skills.
- Excels at collaborating with diverse teams and stakeholders.
- Communicates clearly and professionally, both verbally and in writing.
- Adapts quickly to changing environments and new technologies.
- Upholds high standards of professionalism, integrity, and confidentiality.
- Position is based in Oakdale, MN, offering an excellent location for financial services professionals.
- Hybrid work structure supports work-life balance and collaboration.
- TRC Talent Solutions is dedicated to connecting individuals with meaningful career opportunities in financial services.
- Click the job application button to take the next step in your financial services career.
- EEO Statement: TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.