Licensed Practice Support Specialist

Location: Remote
Compensation: To Be Discussed
Staff Reviewed: Wed, Apr 10, 2024
This job expires in: 8 days

Job Summary

A company is looking for a Practice Support Specialist, Licensed (Remote).

Key Responsibilities:
  • Complete service forms
  • Identify proactive ways to support practices
  • Support application preps and data entry into advice tools

Required Qualifications:
  • High school diploma/GED required, college degree a plus
  • 1 or more years of customer services experience
  • Experience with financial products and supporting systems
  • FINRA SIE, Series 6 required or obtained within 90 days of hire/transfer

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