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Associate Solution Advisor Jobs in Arizona (NOW HIRING)

Blue Compass RV Mesa

Service Advisor

Mesa, AZ · On-site

Address customer concerns and escalated situations with professionalism, empathy, and a solution ... and associates. You are not just an employee - you are family. We invest in our team through ...

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Associate Solution Advisor information

What is an associate solution advisor?

An Associate Solution Advisor is an entry- to mid-level professional who works with clients to understand their business challenges and recommend suitable technology or process solutions. They typically assist in analyzing client needs, designing tailored strategies, and supporting the implementation of solutions. This role often requires strong communication, analytical, and problem-solving skills, and it is common in consulting and technology firms. Associate Solution Advisors frequently collaborate with both clients and internal teams to ensure successful project delivery.

What are the key skills and qualifications needed to thrive as an associate solution advisor?

To thrive as an Associate Solution Advisor, you need a solid understanding of business processes, analytical problem-solving abilities, and a relevant degree in business, IT, or a related field. Familiarity with CRM and ERP systems, data analysis tools, and potentially certifications like Salesforce or SAP are valuable. Strong communication, client management, and teamwork skills help you build trust and effectively address client needs. These competencies are crucial for delivering tailored solutions, driving client satisfaction, and supporting business growth.

How does an associate solution advisor typically collaborate with other departments within an organization?

As an Associate Solution Advisor, you will regularly collaborate with teams such as sales, technical consulting, and product management to deliver tailored solutions to clients. This role requires effective communication to understand client needs, align proposed solutions with business goals, and coordinate implementation efforts. Often, you will participate in meetings, provide input on solution design, and support sales teams with technical expertise. Building strong relationships across departments is essential to ensure seamless project delivery and client satisfaction.

What is the difference between Associate Solution Advisor vs Customer Support Specialist?

AspectAssociate Solution AdvisorCustomer Support Specialist
Required CredentialsBachelor's degree often preferred; technical knowledge beneficialHigh school diploma or equivalent; technical skills vary
Work EnvironmentCollaborative, client-facing, solution-orientedSupport center, call center, or online support
Employer & Industry UsageTech, software, consulting firmsIT services, telecom, retail
Common Search & ComparisonFocuses on solution selling and advisingFocuses on troubleshooting and issue resolution

The Associate Solution Advisor typically engages in advising clients on solutions, requiring technical knowledge and a consultative approach. In contrast, a Customer Support Specialist primarily handles troubleshooting and resolving customer issues. While both roles involve client interaction, the Associate Solution Advisor emphasizes proactive solution recommendations, whereas the Customer Support Specialist focuses on reactive support. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

What cities in Arizona are hiring for Associate Solution Advisor jobs?

Cities in Arizona with the most Associate Solution Advisor job openings:

Associate Solution Advisor jobs near you

Retirement Planning Associate - Retirement Benefits Group - AZ, Scottsdale (5020)

Equitable Advisors

Scottsdale, AZ • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 9 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact**
Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!
Role Highlights
  • Client Engagement: Cultivate and expand your network within established markets
  • Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
  • Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
  • Work-Life Balance: Flexible schedule to maximize productivity and personal time
  • Location: Working outside the office in local schools and municipalities

Qualifications
Skills & Experience
  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States

Training & Development
  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program

Compensation & Benefits
  • Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
  • Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
  • Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
  • Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Culture and Community Impact
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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