Job Summary

A financial company is filling a position for a Remote Associate Advisor in Scottsdale.

Candidates will be responsible for the following:

• Attending sales meetings and assist with client prospecting and marketing
• Processing trades under direction of the mentor financial advisor
• Collecting appropriate documentation to set up new accounts

Required Skills:

• Participate in classroom learning sessions (virtual and in-person)
• Ability to obtain Series 7 and 66 licenses within the first 120 days of employment
• One to three years of applicable professional experience
• Ability to learn and accept standard operating procedures and compliance regulations
• Ability to communicate complex topics in an easy-to-understand manner