Senior Advising Specialist Csg

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Senior Advising Specialist, CSG
The candidate will help ensure that branch teams and our clients have a consistent supply of high-quality retirement, banking, insurance, mutual fund, and education savings products aligned with the firm’s investment philosophy and solutions-based advice and guidance. Drive innovation that will enhance products, services, processes and systems to meet our current and future client needs. Serve as a technical subject matter expert for the Advice & Guidance and Solutions areas. Evaluate the firm’s A&G content to ensure consistency and alignment with oversight. Understands **MEMBERS ONLY**SIGN UP NOW***. business model, investment philosophy and values. Coordinate the process of updating and applying our A&G (e.g. CMAs, white papers, strategy reports, diagnostics, portfolio construction, etc.) through all firm delivery channels for complex projects. Serve as a SME for key stakeholders (Training, Service, CSG) and branch teams to ensure the integrity of the A&G is upheld through application and messaging. Collaborate with key stakeholders as the A&G SME throughout the life cycle of projects, including planning, design and implementation for intermediate level projects. Work in partnership with other firm areas (Service, Field Supervision, Compliance, Legal, Operations) to problem-solve complex issues that arise regarding application of firm A&G. For advanced A&G topics, production issues and/or complex branch team escalations, coordinate needed expertise from other A&G units. Monitor industry trends, competitors and regulatory changes. Assess how those trends impact our business, messaging and the application of the A&G. Achieve results with and through others, including training others within the A&G & Solutions business. Bachelor’s degree is required. Should have 7+ years of relevant financial services experience. CPA, CFA, law degree or other relevant license strongly preferred. Advanced knowledge of **MEMBERS ONLY**SIGN UP NOW***. client and branch team tools, including Financial Foundation, Portfolio, Proposal Tool, JonesLink and other related tools is required. Series 7/66 is required. CFP is required.

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