Specialist - Wealth Advisor - Lewisville TX or Remote in CO, CA

Ally and Your Career

Ally Financial only succeeds when its people do - and that’s more than some cliché people put on job postings. We live this stuff! We see our people as, well, people - with interests, families, friends, dreams, and causes that are all important to them. Our focus is on the health and safety of our teammates as well as work-life balance and diversity and inclusion. From generous benefits to a variety of employee resource groups, we strive to build paths that encourage employees to stretch themselves professionally. We want to help you grow, develop, and learn new things. You’re constantly evolving, so shouldn’t your opportunities be, too?

Work Schedule: Ally designates roles as (1) fully on-site, (2) hybrid, or (3) fully remote. Hybrid roles are generally expected to be in the office a certain number of days per week as indicated by your manager. Your hiring manager will discuss this role's specific work requirements with you during the hiring process. All work requirements are subject to change at any time based on leader discretion and/or business need.

The Opportunity

The Wealth Advisor works as a fiduciary, working directly with our clients and prospective clients to bring them onboard at Ally. When working with prospective clients the Wealth Advisor will act as the first step in helping potential clients achieve their goals by explaining Ally’s process and managing expectations of both the client and Sr. Wealth Advisor, which will lead to a smooth client transition. The Wealth Advisor is part of small team partnering with the Sr. Wealth Advisors.

Ally work location is Lewisville TX OR Remote in CA, CO - Mountain or Pacific time zones

At this time, Ally will not sponsor a new applicant for employment authorization for this position.

The Work Itself

• Conduct a phone-based discovery process to validate the prospective client is qualified for the wealth management services. During this discussion basic information including client expectations and concerns may be uncovered and shared with the Sr. Wealth Advisor.
• Document client interactions.
• Outbound attempts to cold leads.
• Work with Sr. Wealth Advisor to prepare and analyze prospect proposal.
• Conduct review meetings with existing Ally Personal Advice clients to discover additional needs.
• Provide advice and planning to prospective clients with less complex financial needs.
• Work closely with service and operations teams to resolve client issues.
• Coordinate with partners to identify relevant point of view insights that would resonate with the clients.
• Collaborate with peers, demonstrate teamwork, and best practice sharing.
• This role has the potential to have a book of assigned clients.
• We will provide you a pathway to build your skills and knowledge by supporting you to pursue advanced certifications.
  
  

Skills

The Skills You Bring

• 1-year experience in the financial services industry, working directly with clients highly preferred.
• FINRA Series 7, 66 or (63/65) licenses preferred or must be obtained within the first 120 days of employment.
• Understand the importance of fiduciary responsibility.
• Demonstrate extraordinary emotional intelligence (EQ) skills with the ability to build trust and relationships with clients.
• Superior customer service and sales skills, with an attention to detail.
• Team oriented and collaborative.
• Willing to learn and adapt based upon the needs of the industry and organization.
• Embraces technology to increase efficiency.
  
  

- Remote

How We'll Have Your Back

Ally's compensation program offers market-competitive base pay and pay-for-performance incentives (bonuses) based on achieving personal and company goals. Our Total Rewards program includes industry-leading compensation and benefits plus additional incentives that are designed to meet your needs and those of your family so you can get the most out of your career and your life, including:

• Time Away: 11 paid holidays, 20 paid time off days, and 8 hours of volunteer time off, yearly (paid time off is prorated based on start date)
• Planning for the Future: plan for the near and long term with an industry-leading 401K retirement savings plan with matching and company contributions, student loan pay downs and 529 educational save up assistance programs, tuition reimbursement, employee stock purchase plan, and financial learning center and financial coach access.
• Supporting your Health & Well-being: flexible health and insurance options including medical, dental and vision, employee, spouse and child life insurance, short- and long-term disability, pre-tax Health Savings Account with employer contributions, Healthcare FSA, critical illness, accident & hospital indemnity insurance, and a total well-being program that helps you and your family stay on track physically, socially, emotionally, and financially.
• Building a Family: adoption, surrogacy and fertility assistance as well as paid parental and caregiver leave, Dependent Day Care FSA back-up child and adult/elder care days and childcare discounts.
• Work-Life Integration: other benefits including Mentally Fit Employee Assistance Program, subsidized and discounted Weight Watchers program and other employee discount programs.
• Other compensations: depending on the role for which you are considered, you may be eligible for travel allowances, relocation assistance, a signing bonus and/or equity.
• To view more detailed information about Ally’s Total Rewards, please visit this link: https://www.ally.com/content/dam/pdf/corporate/ally-total-rewards-snapshot.pdf
  
  

Who We Are:

Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and innovative financial solutions. We are relentlessly focused on "Doing it Right" and being a trusted financial-services provider to our consumer, commercial, and corporate customers. For more information, visit www.ally.com.

Ally is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.

We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. For accommodation requests, email us at [email protected]. Ally will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.

Base Pay Range: $55000 - $95000 USD

An individual's position in the range is determined by the specific role, the scope and responsibilities of the role, work experience, education, certification(s), training, and additional qualifications. We review internal pay, the competitive market, and business environment prior to extending an offer.

Incentive Compensation: This position is eligible to participate in our annual incentive plan.