Advisor Liaison

Descripción

Job Summary Key Deliverables and Responsibilities Be the connection that helps financial professionals thrive. The Advisor Liaison is the primary point of contact between Jordan Creek Financial Solutions and affiliated financial professionals, combining relationship support, compliance oversight, issue resolution, and operational excellence. What You’ll Do Partner with OSJ Supervisors and financial professionals to communicate policies and procedures, share Cambridge information, and strengthen advisor relationships. Supervise personal securities activity and review or approve