Registered Investment Analyst - Series 7/63
Job Summary
Supporting clients and registered financial representatives with investment account inquiries, the full-time Registered Investment Analyst - Series 7/63 will provide consultative services, manage securities transactions, and contribute to continuous improvement efforts in a remote setting.
Key responsibilities:
- Provide consultative service on investment concepts and act as a point of expertise on mutual fund trading and brokerage account servicing
- Analyze and review investment transactions while ensuring accuracy and compliance
- Collaborate with department leads to drive product enhancements and educate clients on digital capabilities
Required qualifications:
- FINRA Series 6 or 7 and 63-equivalent licenses (65 or 66)
- Associate's degree in business or a related field or equivalent combination of education and experience
- Minimum of 3 years of related financial services experience
- Intermediate understanding of tax implications related to investments
- Strong desire to continuously learn and improve
Complete Job Description
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