RIA Financial Advisor Support Specialist

About the role

The Advisor Support Specialist, internally known as "Solutions Consultant", is a key member of Sowell Management, supporting independent Financial Advisors through strong service, relationship management, and operational accuracy.

Responsibilities

• Providing administrative and operational support to Independent Financial Advisors and their staff, including account opening and closing, cashiering, and general account maintenance.
• Processing service requests submitted through the FLEX Connect Service Center as part of the Advisor Solutions team.
• Serving as a liaison between Advisors, custodian partners, and internal teams such as Data and Tech, Sales, and Trading.
• Responding to advisor phone calls, providing operational expertise, sharing best practices, troubleshooting complex issues, and resolving service concerns or escalations.
• Educating advisors on custodian platform processes, services, and procedures.
• Partnering with advisors to solve problems and deliver a positive client experience.
• Building lasting business relationships through clear communication and active listening.