Bachelor’s degree in business administration, finance, risk management, or a related field; equivalent combination of education and relevant experience may be considered.

Series 7 and 66 licenses required or ability to obtain within six months of hire.

Relevant experience in financial services, wealth management, financial planning, private banking, product support, or a related client/advisor support function preferred.

Strong written and verbal communication skills, including the ability to explain information clearly to Financial Professionals, internal partners, and business leaders.

Demonstrated ability to manage details, coordinate multiple priorities, follow through on commitments, and support projects across teams.

Sound analytical, problem-solving, and judgment skills, with the ability to evaluate information, identify issues, and recommend practical solutions.

Strong interpersonal and relationship-building skills, with a collaborative, service-oriented approach.

Support the operational execution of advisory fee changes, including coordinating required steps, monitoring progress, and helping ensure timely and accurate completion.

Partner with Wealth Management, Advisor Solutions, Operations, Compliance, and other internal teams to support product programs, processes, and related initiatives.

Provide clear, responsive product support and guidance to Financial Professionals as they evaluate appropriate solutions for clients.

Collaborate with members of the Advisor Solutions team to strengthen existing product and service offerings and identify opportunities to improve the advisor experience.

Solutions Program Specialist

Responsibilities

Qualification

Required

Benefits

Company

Dadavidson

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