State Licensed Advisor Support Associate

A company is looking for an Advisor Services & Support Associate.

Key Responsibilities

Assist with onboarding and supporting new firms and advisors

Support advisors in the policy acquisition process and coordinate with internal teams

Provide administrative support to the CEO and leadership team, including calendar management

Required Qualifications, Training, and Education

Bachelor's degree in business, Finance, or related field preferred; equivalent industry experience considered

3-5 years of experience in insurance, financial services, or administrative support

Proficiency in CRM systems and Microsoft Office Suite

Knowledge of insurance products preferred

FINRA Series 6 or 7 and state insurance licenses preferred, or ability to obtain within 6 months