Lead Associate Financial Wellness Planning & Advisory Services

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

As a Lead Financial Wellness Planning and Advisory Services Associate, you are responsible for handling escalated calls, quality call monitoring, standard & custom reporting, and qualitative and quantitative analysis for the Financial Wellness Planning team.

What You Will Do

• Develop and share systems and tactical expertise to ensure that advisors can properly handle all tasks associated with their role.
• Creatively consider escalated and/or complex customer situations and work with management to implement solutions.
• Monitor associate phone calls and recommendations for exceptional quality.
• Develop and deliver training and up-skill resources for sales associates.
• Coach, mentor, and ...