Job Description

Ally and Your Career

Ally Financial only succeeds when its people do - and that's more than some cliche 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?

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.

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
* Work with Sr. Wealth Advisor to prepare and analyze prospect proposal
* Assist in the client account opening process
* 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
* Educate clients on the Ally's Wealth Hub, which will allow them to better monitor, maintain and track their investments and progression to their goals
* Collaborate with peers, demonstrate teamwork and best practice sharing
* We will provide you a pathway to build your skills and knowledge by supporting you to pursue advanced certifications

The Skills You Bring

* Understand the importance of fiduciary responsibility
* Demonstrate outstanding 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
* Three or more years in the financial services industry working directly with clients highly preferred
* Embraces technology to increase efficiency
* FINRA Series 7, 66 (63/65) licenses or obtained within the first 120 days of employment.

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. But Ally's total compensation -- or total rewards -- extends beyond your paycheck and is designed to support and enrich your personal and professional life, including:

* Time Away: competitive holiday and flexible paid-time-off, including time off for volunteering and voting.
* 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 and 529 educational assistance programs, tuition reimbursement, and other financial well-being programs.
* Supporting your Health & Well-being: flexible health and insurance options including dental and vision, pre-tax Health Savings Account with employer contributions 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 support as well as parental and caregiver leave, back-up child and adult/elder day care program and child care discounts.
* Work-Life Integration: other benefits including LifeMatters Employee Assistance Program, subsidized and discounted Weight Watchers program and other employee discount programs.

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 work@ally.com. Ally will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.