Associate Partner Advocate

Grow your career with a growing organizationWhether 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.Provide long-term absence coverage for the primary point of contact for Advisors/Partners in a defined territory including role as Relationship Manager on plans generally less than $5 million in assets.DUTIES/RESPONSIBILITIES:As geographical territories are vacant for any reason including MyTime, leave of absence and turnover will serve as temporary primary point of contact for Advisors/Partners in a defined territory within the Core Market (typically plans $0 to $25 million) ensuring retention and growth. May have a sampling of small advisor plans assigned for learning purposes. In this temporary capacity will:Act as the Partner Advocate and provide relationship management expertise to assigned plans within the territory. Responsibilities include: plan review and design, plan pricing, product placement and participant education coordination. Work in partnership with internal departments to deliver solutions to Advisor/Partner questions and needs. Partner Advocates generally work with emerging advisors within a territory.Employees will need to demonstrate iniative in problem solving for Advisors/Partners, plan sponsors and internal staff. Employees should learn and practice explaining complex industry related issues and provide alternate solutions.Demonstrated capability to solve escalated or complex issues with supervision and guidance.Delivery is primarily demand based and predominantly reactive.Over time and commensurate with experience, employee is expected to demonstrate overall proficiency, self-reliance and resourcefullness in a volume environment. EDUCATION:Bachelor''s Degree in Business or related discipline preferredREGISTRATIONS/CERTIFICATIONS/LICENSES:FINRA Series 6 & 63 required within GWRS established timelines. FINRA fingerprinting required.OTHER PREFERRED QUALIFICATIONS:2 years'' Financial Services experience.Beginner to intermediate retirement plan documentation and investment knowledge.Excellent verbal and written communication skills, including the ability to articulate complex concepts clients, intermediaries and participants.Ability to work independently within a team environment. Ability to multi-task, prioritize, and problem-solve effectivelyNormal Office Working ConditionsThis job operates in a professional office environment. This role routinely uses standard office equipment such as but not limited to; computers, phones. May be required to perform local travel (up to 10%).While performing the duties of this job, the employee is regularly required to talk or hear. Many duties will be done while sitting at a desk and working on a computer. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.What we offer youWe offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.Medical, dental, vision and life insuranceRetirement savings - 401(k) plan with generous company matching contributions (up to 5%), financial advisory services, potential company discretionary contribution, and a broad investment lineupTuition reimbursement up to $5,250/yearBusiness-casual environment that includes the option to wear jeansGenerous paid time off upon hire - including a paid time off program plus nine paid company holidays and three floating holidays each calendar yearPaid volunteer time "” 16 hours per calendar yearLeave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.Base Salary Range$ 48,400.00-77,500.00LocationGA RemoteWe are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Created: 2021-11-29