Website Stemta Corporation

Advisor Services Specialist

Your next role:

We’re looking for bright, confident, and enthusiastic individuals to join the Operations and Service team. You will gain exposure to different aspects of our organization and have several career progression opportunities tailored to your skills and capabilities. If you’re looking for a place to expand upon your current financial services experience and skills, our positions offer you the opportunity to delve into a variety of work and make a lasting impact on financial advisors working with our organization.

This position is ideal for hard-working, organized, independent professionals with financial services industry experience.

You will build long-term, value-based relationships with independent financial advisors to help shape great businesses by making a difference in the lives of their clients.  You’ll frequently utilize your keen attention to detail and ability to effectively and impactfully communicate via phone.  Your ability to establish emotional connections with our clients is paramount to your success in this role.

The Main Responsibilities:

Support Financial Advisors on opening new accounts and maintaining existing accounts
Provide a high level of ownership for accuracy, timely completion, and compliance standards on all tasks and responsibilities
High sense of ownership and pride will be paramount in this role in order to take issue resolutions through the entire lifecycle to completion
To establish credibility, you’ll demonstrate excellent customer service skills and maintain a professional maturity
Excellent communication skills and ability to deliver results via phone or written communication will be imperative
Handles calls with both Financial Advisors and Sales while addressing questions, issues and concerns
Takes total ownership and accountability in all interactions with internal and external customers

What we look for in a candidate:

Bachelor’s degree or equivalent experience
A Series 6 license is required for certain roles (we will accept a Series 7 if you already hold a current one)If you do not possess a minimum of a Series 6 license upon hire, then you will be required to obtain the Series 6 within 90 days of hire

We offer outstanding training designed to develop your understanding of the investments/financial services process and the solutions we offer.  What we ask is that you bring a positive approach to our close-knit, social and energetic environment.  If you are ready to join a proven, exciting and growing organization that will recognize and reward your contributions, apply today!


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