Job Summary
A financial services company needs applicants for an opening for a Remote Investment Client Advisor.
Core Responsibilities of this position include:
- Facilitating withdrawals and transfers
- Identifying trends
- Making assigned and proactive outbound calls
Position Requirements Include:
- 2+ years financial industry experience
- FINRA Series 7, Series 63, and Series 65 registrations required within established timelines
- FINRA fingerprinting upon hire
- Bachelor's degree or equivalent work experience
