Advisor Liaison, Jordan Creek Financial Services - West Des Moines

Only for registered members West Des Moines, United States

1 month ago

Default job background
$65,000 - $75,000 (USD)

Job summary

The Advisor Liaison serves as the primary point of contact between Jordan Creek Financial Solutions and affiliated financial professionals.
This role is the bridge between our advisors and home office teams: ensuring smooth operations, strengthening partnerships, and helping advisors deliver the best client experience possible.
The Liaison supports business development by ensuring compliance oversight, strengthening advisor relationships,
and driving operational excellence.

Additionally, the Liaison partners closely with OSJ Supervisors
and advisors to deliver guidance, resolve escalations,
and enhance the advisor experience across
the network.


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