Advisor Experience Specialist

Cnect

Advisor Experience Specialist handling advisor support and escalation resolutions for financial firms. Driving the adoption of tools and efficiency within the firm in a hybrid work environment.

Posted 7/11/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $55,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Work with advisors, practices and firms to drive adoption of AdviceWorks tools and technology.
Align and deploy internal resources, coaching, training & direct support to address identified productivity gaps.
Responsible for driving efficiency with advisors, practices and firms to reduce escalations, lower NIGO, and increase AdviceWorks adoption.
Receive & escalate and/or route advisor service and support issues across STTO, Case Management, Supervision, Compliance, Products Commissions, Trading, Licensing & Registration and other applicable teams for issues not resolved through normal service channels.
Provide updates on issue resolution to Growth Team and Advisor(s) / Firm(s) involved.
Responsible for managing SLAs, ticketing system status and ticketing issues that come from advisors through the Regional Growth Team for resolution.
Works directly with a dedicated Service Officer for all service and operations escalations that are more complex in nature.

Requirements

What you’ll need

Minimum 3 years of Service, Sales Support and/or Relationship Service Experience
SIE and Series 7 (Desired)
Bachelor’s Degree (Preferred)

Benefits

Comp & perks

Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and fostering.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

CoachingTrainingProblem-SolvingCommunication

Certifications

SIESeries 7