Financial Advisor – Home Office & Advisor Support

Alliant Insurance Services provided pay range

This range is provided by Alliant Insurance Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$50,000.00/yr - $/yr

Alliant Insurance is hiring a Financial Advisor – Home Office & Advisor Support for our Sequent LLC office!

Sequent Planning is a registered investment adviser (RIA) committed to supporting its investment advisor representatives with everything they need to design holistic retirement plans that impact clients’ lives.

More information is available on the company's website at:

Hybrid role if located near Omaha office: 8420 W Dodge Rd, Omaha, NE

Eligible for remote if outside of 50 miles from office

This position is a combination of base salary + commission

Responsible for managing home office book of business, supporting the national expansion of Sequent Planning, a registered investment adviser, including support for the Investment Adviser Representatives (IARs); and partnerships with independent insurance agents and agencies.

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.

Bachelor's Degree or combination of experience and education.

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

This role does not support FINRA registration

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

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

Knowledge of the securities industry, financial planning and investment management.

Knowledge of budgeting and financial management principles 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 Share Point

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

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

Ability to interpret reports and transaction listings from investment platforms.

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

Mid-Senior level

Full-time

Finance and Sales

Insurance