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Advisor Service Associate

Hilltop Holdings
Posted 2 months ago, valid for 12 days
Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • Hilltop Securities is seeking an Advisor Service Associate to support its Momentum Independent Network (MIN) team with daily administrative tasks and special projects.
  • The role involves initiating outbound calls to clients to verify identity, confirm banking instructions, and document verification activities.
  • Candidates should have at least one year of experience in a related field.
  • The position offers a competitive salary, although the specific amount is not disclosed in the job description.
  • Hilltop Securities emphasizes the importance of building collaborative relationships to enhance the financial future of individuals and communities.
Hilltop Securities is currently seeking an Advisor Service Associate to support its Momentum Independent Network (MIN) team with daily administrative tasks and special projects.  Hilltop Securities Inc., a member of FINRA and SIPC, is a wholly owned subsidiary of Hilltop Holdings. The Hilltop Independent Network (HTIN) is a brokerage firm that provides support and services to independent registered representatives. In this role, the Advisor Service Associate will support the MIN team through administrative functions and project-based initiatives. Key responsibilities include initiating outbound calls to clients to verify their identity, confirm banking and transaction instructions, and document verification activities in accordance with operational procedures and compliance standards for money movement requests.

At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.



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By applying, a Hilltop Holdings account will be created for you. Hilltop Holdings's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.