Advertising Supervision Opportunity in Financial Services

Advertising Associate Analyst

Location: ALL Locations /Remote

Type: Full-time

Summary:

Associate Analysts are primarily responsible for providing administrative and customer service support to our financial professionals regarding inquires and submissions directed to the Advertising Department through incoming phone calls and emails. Analysts also provide administrative support within the team through the completion of various tasks, including but not limited to assisting with regulatory requests, setting up new social media users, preparation of various reports, and other tasks/projects as assigned.

Responsibilities:

• Effectively handle inquiries from financial professionals and home office staff via phone and email.
• Administration of the social media set up for new and existing advisors.
• Proven ability to work both independently and with a team.
• Analytical and strong problem-solving skills
• Ability to build and maintain outstanding relationships with financial advisors and the Advertising Supervision Team.
• Flexibility and adaptability to various changing working conditions based on new initiatives and job responsibilities.
• All other duties as assigned.

Education Requirements:

• Associate degree from an accredited college is preferred. Minimum of high school diploma or equivalent is required.

Basic Requirements:

• Ability to effectively handle and prioritize multiple tasks in a fast-paced team environment to meet defined deadlines.
• Excellent analytical and problem-solving skills.
• Ability to work in a time-sensitive environment and on occasion the ability to work extended hours, as needed.
• Excellent written and oral communication skills, including the ability to independently find solutions to assist analysts, advisors, and internal business partners.
• Critical thinking and heighten prioritization skills a must.
• Comfortable working with various levels of management.
• Commitment to providing a stellar client experience.
• Proven experience using Word and Excel as well as an aptitude to use new software as required.
• The ability to read and interpret documents including firm policy and procedures and regulatory documents.

Preferred Requirements:

• One-year experience in the financial services industry preferred.
• One-year experience in a customer service role preferred.
• FINRA SIE or Series 6/7 preferred.
• Basic understanding of FINRA and SEC rules regarding communications with the public preferred.

At Advisor Group, we support financial professionals across the nation, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.