Job summary
Job post source
This job is directly from PCS Retirement
Job overview
The Advisor Success Associate role at PCS Retirement focuses on supporting financial advisors by managing client account processes and fostering strong relationships, contributing to the company's mission of providing exceptional service.
Responsibilities and impact
Daily responsibilities include managing client account openings and maintenance, resolving problems creatively, and acting as a liaison between financial advisors and third-party vendors to ensure seamless service.
Compensation and benefits
The salary range for this position is between $45,000 and $75,000 per year, with additional benefits including a 401(k) match, medical, dental, vision, life insurance, and paid time off.
Experience and skills
Candidates should have 2-3 years of experience in financial services, a strong understanding of financial planning concepts, and a hospitality mindset; knowledge of Orion and/or Salesforce is a plus.
Career development
PCS Retirement promotes a culture of growth and development, encouraging team members to take ownership and contribute to shared success.
Work environment and culture
The company values trust, collaboration, and diversity, fostering an inclusive environment where every team member can thrive.
Company information
PCS Retirement is a leading independent retirement solution provider, managing over $26 billion in assets and offering a comprehensive platform for financial advisors and their clients.
Team overview
The specific team dynamics are not detailed, but the role emphasizes collaboration with financial advisors and third-party vendors.
Job location and travel
This is a hybrid position, requiring both remote work and potential in-office presence, with specific requirements for a suitable home office setup.
Application process
Candidates should visit pcsretirement.com/careers for application details and to ensure they meet the virtual work requirements before applying.
Unique job features
This position emphasizes a hospitality mindset and proactive problem-solving, distinguishing it from similar roles in the industry.
Company overview
PCS Retirement is a financial services company specializing in retirement plan solutions for businesses and individuals. They generate revenue through plan administration, investment advisory services, and technology platforms that streamline retirement planning. Founded in 2001, PCS Retirement has grown significantly, acquiring several firms to expand its service offerings and client base. Known for their innovative technology and customer-centric approach, they aim to simplify retirement planning and improve financial outcomes for their clients.
How to land this job
Tailor your resume for the Advisor Success Associate position by emphasizing your experience in financial services and your hospitality mindset, showcasing how these skills align with PCS Retirement's commitment to client-focused service.
Highlight your problem-solving abilities and organizational skills, as these are crucial for supporting financial advisors and maintaining client accounts effectively.
Apply through various platforms including the PCS Retirement corporate site and LinkedIn to maximize your chances of being noticed for this role.
Connect with individuals in the financial services division at PCS Retirement on LinkedIn to gather insights about the position and the company culture, using ice breakers like asking about their experiences at PCS or discussing recent industry trends.
Optimize your resume for ATS by incorporating relevant keywords from the job description such as 'client account opening,' 'problem resolution,' and 'financial planning concepts' to ensure it passes initial screenings.
Utilizing Jennie Johnson's Power Apply feature can streamline your application process, allowing you to focus on networking and preparing for interviews rather than getting bogged down in paperwork.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.