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Investment Advisory Analyst

Company: Protective Life Insurance
Location: Birmingham
Posted on: January 16, 2020

Job Description:

DescriptionThis position will report to the Director of Platform Services and will act as the subject matter expert for Financial Advisors on products and services available through ProEquities Investment Advisory Platform.

  • Act as Subject Matter Expert for Financial Advisors on the products and services available through ProEquities Investment Advisory platform
  • Train Advisors on platform tools with potential travel to various locations to facilitate training
  • Promote various products and services and content updates on Advisor Portal
  • Assist in transitioning business to advisory both through new recruits and Advisors interested in moving from brokerage to fee-based practice
  • Consult with advisors to help choose appropriate third-party managers for client
  • Assist the Director of Platform Services in the creation of quarterly webinars
  • Create and maintain promotional material for advisory area
  • Maintain current knowledge of approved third party platformsRequired Experience and Skills
    • 2+ years of experience in financial services industry
    • Bachelors Degree in Finance, Accounting, Economics or related field
    • Advisory Licenses/Registrations are required, but if not held, must be obtained
    • Excellent verbal, written communication skills
    • Strong technical skills
    • Attention to detail is critical
    • Team player, but proactive in daily work

Keywords: Protective Life Insurance, Birmingham , Investment Advisory Analyst, Professions , Birmingham, Alabama

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