Job Summary

A company is looking for an Associate Partner Advocate in a remote position.

Key Responsibilities:

• Serve as temporary primary point of contact for advisors/partners in a defined territory within the Core Market
• Respond to and resolve issues for advisors/partners, plan sponsors, and internal staff
• Demonstrate overall proficiency, self-reliance, and resourcefulness in a volume environment

Required Qualifications:

• Bachelor's degree in business or related discipline preferred
• FINRA Series 6 and 63 required within company established timelines
• 2+ years Financial Services experience
• Beginner to intermediate level retirement plan documentation and investment knowledge
• FINRA fingerprinting required