Digital Virtual Engagement Associate

Must hold a bachelor’s degree, professional experience in finance, business development, management, marketing, sales, legal, accounting, education, military, or other business-related field preferred, but open to all majors
Must have the Securities Industry Essentials (SIE) exam prior to interviewing for this position in addition to Firm sponsorship of the Series 7 and Series 63 exams within the first 90 days of employment
Exemplary communication, presentation, problem solving, and time-management skills
Organized, focused, and highly disciplined
Ability to prioritize assignments based on the needs of assigned FAs
Authorization to work in the U.S. without durational restrictions
Successful completion of background check and pre-employment assessments

Collaborate with FAs to modernize their practice, enhance client relationships, and generate increased business
Manage the digital presence for our FAs through their websites and social media
Curate newsletter campaigns for advisors that cater to specific audiences
Produce metrics to help FAs understand the impact you have made to the growth of their business
Identify opportunities by proactively analyzing client relationships. Identify and recommend opportunities to FAs that will enrich the client experience
Regularly participate in meetings with management to share best practices, planning wins and areas of improvement
Establish, maintain, and support strong working relationships with FAs; demonstrate accountability and a strong work ethic to promote confidence and trust in your work
Seek constructive feedback and be open to coaching from both your Desk Management and FAs

Professional experience in finance, business development, management, marketing, sales, legal, accounting, education, military, or other business-related field preferred, but open to all majors