Ally
Charlotte, Dallas, Virtual
Contact: Jacqueline Howard
Email: jacqueline.howard@ally.com
Telephone: (313) 300-0234
Website: https://www.ally.com/
Please indicate which city and state the potential job position is located: Charlotte, Dallas, Virtual
Please indicate which describes your affiliation: Broker Dealer
Please provide a brief description of your Company: Ally offers self-directed and managed investment products through Ally Invest, as well as some of the industry’s lowest fees to help investors of all experience levels manage their investments. Ally serves approximately 503K customer brokerage accounts that total $16.3B in assets. Ally will launch wealth management offering in 2022.
Please provide a brief description of what you are looking for in your possible hire: The Wealth Advisor 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 Advisor.
Join Zoom Meeting: https://ally.zoom.us/j/96977926953?pwd=SW92cFREdS9-
mRWViZVUxbzNPRFNTQT09
Meeting ID: 969 7792 6953
Passcode: 642282