COMPANY OVERVIEW

Careers

Are you driven to give your all for your team?

At Financial Advocates we support hundreds of independent financial advisors striving every day to do what is best for their clients.  By focusing on doing our best for them, we empower them to be their best.  Together we are better.

If you are a go-getter who enjoys working in a highly collaborative team-environment, we invite you to explore our open positions.

Current Opportunities

 

Office Intern - Olympia, WA

Job Title: Office Intern – Paid
Location: Olympia, WA
Hours: Full time

Job Description
Financial Advocates is seeking a motivated Intern looking to explore and seek a better understanding of the Financial Advisor industry. This is an opportunity to gain practical experience, develop professional skills, test career interests, and participate in the culture of a growing organization. To be successful in this role, you must have basic knowledge and interest in the financial services industry. Each essential task will require a focus on accuracy, detail, time management and organization skills.

Duties:
Duties include, but are not limited to, the following:

  • Data analysis
  • Electronic data entry and client documentation
  • Reporting
  • Office administration
  • Special projects

 

Competencies:
To perform the job successfully, you should be able to demonstrate the following competencies:

  • Ability to multi-task, prioritize, and meet deadlines in a fast-paced environment
  • Excellent interpersonal skills with the desire and ability to work will all levels of the organization
  • Work independently and as a member of a team
  • Experience using common software and proficiency with Microsoft Office suite
  • Strong verbal and written communication skills
  • Demonstrates accuracy and thoroughness
  • Ability to prioritize
  • Meet challenges with resourcefulness
  • Approach responsibility with enthusiasm
  • Maintain confidentiality

 

Education and/or Experience
This internship is being offered to Senior undergraduate students progressing towards a bachelor’s degree in Finance, Economics, or business. Must be a student in a good standing with college/university.
Minimum GPA of 3.0

About Financial Advocates
Financial Advocates serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. Since 1996, we have been providing advice and support to advisors working independently and within financial institutions—people dedicated to their professions meeting the needs of their clients. Financial Advocates experienced and diverse staff effectively assists advisors in several key areas, removing the obstacles advisors encounter when managing an independent practice.

This is a paid internship. 8-5 Monday – Friday.
Financial Advocates is an Equal Opportunity Employer.

How to apply
If this sounds like a position in which you would excel and would like to join a dynamic team, please send us your resume and cover letter as a Word document to the attention of INDIGO at careers@financialadvocates.com. Please use your last name somewhere in your resume’s file name. If you are a qualified candidate, we will respond to your submission by phone or email. Please note, emails from us may go into your spam/junk folder.

We look forward to hearing from you!

Marketing Director - Olympia, WA

Job Title: Marketing Director (Financial Services)
Located: Olympia, WA (open to remote)

Job Description:
Financial Advocates is looking for an experienced Marketing Director responsible for the strategy, development and implementation of all communication and marketing efforts. Responsibilities include planning, executing, and managing content and collateral marketing for Financial Advocates across a variety of platforms, to include websites, blogs, social media channels, and print. The Marketing Director creates, curates, and copyedit a wide range of content that inform, educate, and inspire advisors, while maintaining a consistent voice that reflects our values and brand.

Essential Duties and Responsibilities:
Duties include but are not limited to:

  • Build a distinctive positive brand, ensuring inclusive and quality communication for all audiences
  • Responsible for creating, implementing, and measuring the success of a comprehensive marketing, communication, and public relations program that will enhance Financial Advocates image within the marketplace and the general public
  • Responsible for overseeing the editorial direction, design, production, and distribution of all Financial Advocates publications
  • Partner with outside PR firm to coordinate media interest for Financial Advocates and ensure regular contact with target media and appropriate response to media requests
  • Facilitate media inquiries and interviews with the CEO and/or other appropriate senior management staff
  • Provide input and leadership in marketing strategy development, website copy and management, editorial and content management, website analytics and performance metrics and success measurement
  • Write, produce and/or copyedit a variety of content for Financial Advocates’ website, blogs, and social media; monitor currency of marketing elements, and troubleshoot technical issues as they arise
  • Write, produce and/or copyedit direct email, social media, and newsletter content to target audiences
  • Manage content updates and messaging of website and multiple social media platforms
  • Develop innovative email marketing campaigns to drive subscriptions, retention, and engagement
  • Ensure appropriate brand image and messaging of Financial Advocates printed and electronic materials such as letterhead, use of logo, brochures, website, blog, social media, presentations, email marketing, etc.
  • Provide marketing, graphic and web design services to advisors within the Financial Advocates community
  • Support development projects as assigned, such as advisor recruitment, annual conference, product partner webinars, special events/training and other marketing campaigns or initiatives
  • Collaborate with senior management to achieve marketing, communication, and public relations goals and financial objectives of the firm. Ensure that evaluation systems are in place related to these goals and objectives and report progress
  • Develop short and long-term plans and/or budgets for the marketing, communication, and public relations activities, monitor progress, assure adherence, and evaluate performance
  • Recommend short and long-term marketing goals and objectives for the firm
  • Stay informed of developments in the fields of marketing, public relations, communication, and financial services, and use this information to help Financial Advocates operate with initiative and innovation
  • Ensure Financial Advocates’ philosophy, mission and vision are practiced throughout the organization and in all communications
  • Maintain a climate that attracts, retains, and motivates top quality personnel
  • Recruit, train, appraise, supervise, support, develop, promote, and guide qualified marketing personnel
  • Ensure effective management within the marketing, communication, and public relations function, with provision for succession

Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:

  • Experience in Broker Dealer marketing ideal
  • Demonstrated skills, knowledge and experience in the design and execution of marketing, communication, and public relations activities
  • Strong creative, strategic, analytical, organizational and relationship skills
  • Experience developing and managing budgets, hiring, training, supervising, and appraising personnel
  • Demonstrated successful experience writing press releases, making presentations, and negotiating with media
  • Experience overseeing the design and production of print materials and publications
  • Computer literacy with MS Office Suite, Adobe Creative Cloud Suite, HTML/CSS and WordPress.
  • Commitment to working with shared leadership and in cross-functional teams
  • Strong oral and written communications skills
  • Ability to manage multiple projects on budget and on time

 

Education and/or Experience:
Bachelor’s degree in business, marketing, communications or related field and 5 years of experience OR any combination of relevant education, training and experience that indicates successful performance of the essential functions of the position. Knowledge of investments, financial operations, insurance, and business practices are a must.

About Financial Advocates:
Financial Advocates serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. Since 1996, we have been providing advice and support to advisors working independently and within financial institutions—people dedicated to their professions and meeting the needs of their clients. Established under the direction of visionary Gary Campbell, Financial Advocates is most recognizable as a super OSJ, overseeing advisory practices while providing superior, concierge-level service to advisors. Angela Vlach joined Financial Advocates in 2009 and is now our CEO and OSJ. She is focused on expanding the support services provided to advisors.
To learn more, visit https://financialadvocates.com.

How to apply:
If this sounds like a position in which you would excel and would like to join a dynamic team, please send us your resume and cover letter attached as a word document to the attention of Boyd and send to: careers@financialadvocates.com. Please use your last name somewhere in your resume’s file name.
If you are a qualified candidate, we will respond by phone or email. Please note, emails from us may go into your spam/junk file.

We look forward to hearing from you!

Business Consultant - Olympia, WA

Job Title: Business Consultant (Financial Services)
Located: Olympia, WA (open to remote)

Job Description:
We are looking for a qualified Business Consultant to help our clients reform their operations and support their business by providing intuitive guidance. You will be an important ally to every organization and advisor who wants to invest in change and improvement and needs help as to where and how. You will also undertake projects on behalf of the client’s business.
A successful business consultant has first and foremost a broad knowledge of the many facets of business and market forces. The ideal candidate will also possess great problem-solving skills to provide solutions and recommendations that will increase profitability and efficiency.
The goal is to contribute to the clients’ long-lasting success so that our reputation can expand along with our clientele.

Responsibilities

  • Organize and execute assigned business projects on behalf of clients (recruiting, business structure, products, payroll, promotional campaigns etc.) according to client’s requirements
  • Meet with assigned clients when needed and perform an initial assessment of a problematic situation
  • Collect information about the client’s business through a variety of methods (shadowing, interviews, surveys, reading reports etc.)
  • Analyze and interpret data to unearth weaknesses and problems, and comprehend the causes
  • Formulate recommendations and solutions with attention to a client’s wishes
  • Present findings and suggestions to clients with ample justification and practical advice
  • Develop detailed business plans to drive small or radical changes
  • Assist the client in implementing the plan and resolve any occasional discrepancies
  • Provide guidance for any occurring problems and issues

 

Relationship Management

  • Work directly with Financial Advisors and their teams in a consulting and coaching capacity.
  • Centralized point of contact for advisor questions, issues and/or advice
  • Help advisors navigate products /services that LPL and FAIM have to offer
  • Keep advisors informed of LPL, FA and/or regulatory changes/updates
  • Collaborate with internal teams and external partners

 

Practice Management/Business Planning

  • Works with advisors and their teams to analyze current business practices, recommend business models, tools, products and/or services.
  • Create and implement the firm’s productivity initiatives
  • Facilitate completion and implementation of advisor business plans
  • Encourage transition of advisor practices to advisory / holistic financial planning-based approach
  • Implement Client Segmentation, Value Proposition/Mission Statement and Client Service Model
  • Provide succession planning advice and guidance
  • Discuss team structures and define roles
  • Deliver business valuations
  • Share advisor best practices

 

Regional Meetings / Study Groups

  • Organize and facilitate periodic advisor study groups, focus groups and regional meetings
  • Incorporate sponsors and industry experts
  • Increase advisor capabilities and promote best practices

 

Promote Financial Advocates Advisor Services

  • Double Leaf TAMP and Trading
  • Virtual Assistant
  • Marketing
  • Other Financial Advocates’ Custom Services as appropriate

 

Requirements

  • Proven experience as business consultant or equivalent
  • Knowledge of diverse business matters such as IT, Marketing, HR etc.
  • Familiarity with a wide selection of business management software (Salesforce, Redtail, E-Money etc.) and databases
  • Outstanding communication and interpersonal skills
  • Analytical mind with excellent data collection and analysis skills
  • Aptitude in creative problem-solving
  • BSc/BA in business administration or relevant field; MSc/MA in a specialized business field will be an advantage
  • Achieve Department Goals and Drive increased Advisor engagement, satisfaction, retention and ROA

 

Education and/or Experience:
Bachelor’s degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training. Series 7, 63, 65 and/or 66 is preferred but not required. Knowledge of investments, financial operations, insurance, and business practices are a must.

About Financial Advocates:
Financial Advocates serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. Since 1996, we have been providing advice and support to advisors working independently and within financial institutions—people dedicated to their professions and meeting the needs of their clients.
Established under the direction of visionary Gary Campbell, Financial Advocates is most recognizable as a super OSJ, overseeing advisory practices while providing superior, concierge-level service to advisors. Angela Vlach joined Financial Advocates in 2009 and is now our CEO and OSJ. She is focused on expanding the support services provided to advisors.
To learn more, visit https://financialadvocates.com.

How to apply:
If this sounds like a position in which you would excel and would like to join a dynamic team, please send us your resume and cover letter attached as a word document to the attention of Connie and send to: careers @ financial advocates.com. Please use your last name somewhere in your resume’s file name.
If you are a qualified candidate, we will respond by phone or email. Please note, emails from us may go into your spam/junk file.
We look forward to hearing from you!

Are you looking for a career with Financial Advocates?

Don’t forget to place your cover letter and resume in the body of the email, not as an attachment.

 

Share This