Advisor Experience Specialist

The Advisor Experience Specialist is responsible for managing the advisor experience within the Regional Growth Team by providing relationship driven escalation resolution and efficiency consultation to financial advisors, practices and firms in the assigned Region. Responsible for quarterbacking advisor escalations across enterprise functions and key contacts, routing and following issues to ensure and deliver resolution and adherence to issues within service level agreements.

Work with advisors, practices and firms to drive adoption of Advice Works tools and technology.

Align and deploy internal resources, coaching, training & direct support to address identified productivity gaps.

Responsible for driving efficiency with advisors, practices and firms to reduce escalations, lower NIGO, and increase Advice Works adoption.

Receive & escape and/or route advisor service and support issues across STTO, Case Management, Supervision, Compliance, Products Commissions, Trading, Licensing & Registration and other applicable teams for issues not resolved through normal service channels.

Provide updates on issue resolution to Growth Team and Advisor(s) / Firm(s) involved.

Responsible for managing SLAs, ticketing system status and ticketing issues that come from advisors through the Regional Growth Team for resolution.

Works directly with a dedicated Service Officer for all service and operations escalations that are more complex in nature.

Minimum 3 years of Service, Sales Support and/or Relationship Service Experience

SIE and Series 7 (Desired)

Bachelor’s Degree (Preferred)

Up to 10% for Face-to-Face Issue Resolutions & Proactive Efficiency Engagements If Needed

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), Life Lock, Pet Insurance and more.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.