Solutions Consultant - Advisor Services (Remote)

Sowell Management Services

Sowell Management is seeking an Advisor Services Associate to be the go-to operations partner for our independent financial advisors nationwide. You will handle account openings, transfers, cashiering, and custodian requests with Fidelity, Schwab, and other custodians.

This high-touch, relationship-driven role requires 2+ years in financial services and the ability to learn enterprise applications. Remote in the U.S. is considered for the right candidate, with quarterly travel to Little Rock, AR.

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Vacancy posted 4 days ago

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