Job Description

You've been searching for a role that values your communication skills and passion for helping others—but every job post looks the same. Until now.

Picture yourself as the lifeline for financial advisors at Foundations Investment Advisors, one of the fastest-growing RIAs dedicated to empowering advisors nationwide. Your day revolves around meaningful conversations, solving real challenges, and becoming the trusted partner every advisor counts on.

This isn't just another customer service job. It's your gateway into the dynamic world of financial services, with endless growth potential.

Here's what you'll do:

• Be the go-to contact for financial advisors, guiding them through questions, onboarding, and solutions.
• Engage proactively with advisors to boost their success and satisfaction.
• Collaborate with internal teams to swiftly resolve issues.
• Use cutting-edge CRM tools to stay organized and deliver results.
• Play a key role in events and training sessions that advisors genuinely appreciate.

Why you'll thrive here:

• Your voice matters—your ideas improve advisor experiences every day.
• You'll join a passionate team in our Phoenix office, growing alongside industry leaders.
• No two days are alike—each brings fresh challenges, new relationships, and genuine impact.

We're looking for someone who:

• Loves communicating, mainly by phone, and quickly builds trust.
• Is organized, responsive, and eager to solve problems.
• Brings energy, professionalism, and a desire to make a difference.

Experience in financial services or advisory roles is fantastic, but not required—we value attitude and potential just as highly. Positions like this don't come around often. Apply now—because tomorrow may be too late.

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