Remote Financial Services Professional

Job is Expired

Location: Nationwide

Compensation: To Be Discussed

Staff Reviewed: Tue, Jul 27, 2021

Job Category: Financial

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

Job Summary

A financial technology company has an open position for a Remote Financial Services Professional.

Must be able to:

  • Support Financial Advisors on opening new accounts
  • Take issue resolutions through the entire lifecycle to completion
  • Maintain existing accounts

Required Skills:

  • Bachelor's degree or equivalent experience
  • Excellent communication skills
  • Ability to deliver results via phone or written communication
  • Must communicate collaboratively with other Operations & Services teams
  • A Series 6 license is required for certain roles (we will accept a Series 7 if you already hold a current one)
  • Minimum of 1-2 years financial services/insurance/investments industry experience is required

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