Employment Specialist

Inclusively is partnering with a financial services company to hire a Financial Advisor Employment Specialist. **Please note: this role is NOT an internal position with Inclusively but with the partner company.**

ABOUT INCLUSIVELY:Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.

Practice Management empowers financial advisors to lead their branch team in building a successful practice by supporting and guiding them at every stage of their career. Equipping them and their team members with proven practices, acumen, skills, and competitive insights to optimize their practice and deliver industry leading client experiences. Rewarding and recognizing their contributions to client outcomes and our firm's success

What You Will Do:The FA Employment Specialist will be responsible for the performance management of Financial Advisors including processes and administration of Performance Improvement Plans, including separation of employment for Financial Advisors at our company if they don't meet performance standards. This role would be responsible for appropriate documentation related to employment separation, discussions with FAs, Regional Leadership and internal stakeholders. This role would need to be able to express a high level of empathy and strong communication as they would be delivering many difficult messages. Other key responsibilities include:Responsible for the direct conversations with Financial Advisors about going on Performance Improvement Plans, separation of employment or completing the Performance Improvement Plan.Responsible for the documentation and ensuring all processes are followed. This has a high level of risk given lawsuits related to employment separations.Collaborate with stakeholders on decision making related to employment of FAs, provide recommendations based on a variety of data points.Proactively track and follow up on assignments and provide status updates to matrix team members.Serves as a SME on Performance Improvement Plans including providing information, guidance and direction on Performance Improvement Plans policies, programs, and processes to FAs and stakeholdersWork in collaboration with business stakeholders to assess trends, track and report out on PIP and terminations efforts to influence strategies to support FAs

What you'll need:Minimum 2+ years relevant experienceExperience Mitigating riskStellar communications and professional collaboration skills (oral and written) with ability to interact with a wide variety of professionals and personalities.Self-Starter mentality with a good sense of professional urgency and consistent follow through

What Could Set You Apart:Bachelor's degreeSeries 7 & 66Experience using data to recognize trends

Candidates that live within a commutable distance from our Tempe, AZ and St Louis, MO home office locations are expected to work in he office three days per week; with preference for Tuesday through Thursday.