Remote Client Relations Financial Representative

Job ID: Available for Members

Location: Arizona, Missouri

Compensation: To Be Discussed

Staff Reviewed: Fri, Jun 28, 2019

Job Category: Consulting, Financial

Telecommute Level: 100% Telecommute

Travel Requirements: No Travel

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Entry Level

Education Level: Some College

Job Summary

A financial services company is seeking a Remote Client Relations Financial Representative.

Must be able to:

  • Review each order request for accuracy and suitability
  • Service clients needing financial advice in the absence of the financial advisor
  • Provide information/training on Order Service policies/procedures

Qualifications Include:

  • Bachelor's degree or equivalent work experience
  • Series 7 and Series 66 is required
  • Minimum of 1-3 years previous experience in securities industry preferred
  • Strong workflow management skills
  • Good understanding of economics, interest rates, and the stock market
  • Knowledge of firm guidelines concerning NASD/State securities registration, trading practices