FINRA Licensed Wealth Associate
Job Summary
A company is looking for a Premier Wealth Associate to support clients with retail products and account types.
Key Responsibilities
- Provide exceptional service and support to retail customers while explaining retirement concepts
- Manage service requests including account opening, asset movement, and facilitating trades
- Assist clients with trading in various securities in an inbound call center setting
Required Qualifications
- Bachelor's Degree required
- 2+ years of financial customer service experience
- Experience trading in equities, fixed income, and options
- FINRA Series 7 and Series 63 required, along with FINRA fingerprinting
COMPLETE JOB DESCRIPTION
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