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Alliant Insurance Services · 1 day ago

Financial Advisor – Home Office & Advisor Support

Omaha, NE

Full-time

Hybrid

Mid Level

4+ years exp

Alliant Insurance Services is hiring a Financial Advisor – Home Office & Advisor Support for their Sequent LLC office. The role involves managing a home office book of business, supporting investment advisor representatives, and assisting with financial planning and client management.

ConsultingFinancial ServicesInsurance

Hiring Manager

Mikayla Harris

Responsibilities

Responsible for management of the home office book of business, which includes regularly meeting with clients (in person; virtual and/or away from home office); Semi-annual (minimum) client reviews; ongoing review of client accounts; creation of performance reports, and management of client portals

Assists with the training and support of new IARs, which includes the technology platform, financial planning software, custodian platform (where applicable) and other opportunities

Supports the IARs by creating financial plans, helping with market research, answering IAR questions, recommending investment strategies; answering client questions about financial plans and strategies; giving financial advice; and involvement in annual business planning meetings with IARs

Supports the partner’s business objective to become or add new IARs to their existing business model, or enter a referral arrangement and provide the full-range of IAR services to that client base from the Home Office, which will include business trips to meet clients in person

Acts as a main point of contact and deals effectively with queries from IARs and other parties through effective communication

Manages and resolves IAR service issues

Establishes and builds strong relationships with IARs and attends client meetings with IAR if required

Qualification

Financial planningInvestment managementSeries 65Life & Health LicenseFinancial calculationsProject managementBilingualNegotiation skillsTime managementInterpersonal skillsCommunication skillsProblem solving

Required

Bachelor's Degree or combination of experience and education

Four (4) or more years of financial services industry or related field experience

Series 65 (FINRA Series 6/7 + Series 66)

Life & Health License a plus

Bilingual preferred

Working knowledge of financial planning/advisory services and insurance services industries

Working knowledge of and ability to use job specific tools and terminology

Working knowledge of financial calculations

Knowledge of the securities industry, financial planning and investment management

Knowledge of budgeting and financial management principles and procedures

Knowledge of systems management

Knowledge of general office forms, processes and procedures

Knowledge of the general industry procedures, practices and terminology

Knowledge of program and project management including outcomes, quality assurance, and satisfaction measurement and interpretation

Working knowledge, understanding of and ability to use ancillary tools, such as Microsoft/Outlook, Word, Excel, PowerPoint, Adobe Acrobat and SharePoint

Skill in negotiating and problem solving to resolve internal and external conflicts

Skill in the use of office equipment including computer, fax, printer, telephone system, etc

Skill in the use of time management and organization skills

Skill in maintaining effective working relationships with all customers, employees and the general public

Skill in project management

Skill in communicating workflow spikes and seeking assistance when necessary

Skill and ability to identify opportunities for program and/or process improvement

Skill and ability to understand the interactions with Partner firms

Ability to complete work in an efficient manner

Ability to be a self-starter, motivated and accomplish goals and tasks within a given time frame

Ability to approach and communicate with a wide range of personalities in a professional and courteous manner

Ability to be patient and demonstrate controlled emotional affect in difficult situations

Ability to engage in effective interpersonal interaction

Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests

Ability to understand product suite from Covisum (subsidiary of Senior Market Sales)

Ability to interpret reports and transaction listings from investment platforms

Ability to read, write and communicate English effectively

Ability to maintain all company policies, including all confidentiality and safety policies

Ability to actively contribute to team effort

Ability to work independently, exercise independent judgment, make and execute decisions