Advisor Services Associate – RIA Operations

Sowell Management is hiring an Advisor Services Associate to support independent financial advisors with account operations and service requests. The role handles account openings, transfers, cashiering, custodian requests, advisor inquiries, and coordination with internal teams and custodians. ResponsibilitiesProviding administrative and operational support to Independent Financial Advisors and their staff, including account opening and closing, cashiering, and general account maintenanceProcessing service requests submitted through the FLEX Connect Service Center as part of the Advisor Solutions teamServing as a liaison between Advisors, custodian partners, and internal teams such as Data and Tech, Sales, and TradingResponding to advisor phone calls, providing operational expertise, sharing best practices, troubleshooting complex issues, and resolving service concerns or escalationsEducating advisors on custodian platform processes, services, and proceduresPartnering with advisors to