Remote Licensed Financial Associate in Minneapolis

Location: Minnesota

Compensation: To Be Discussed

Staff Reviewed: Tue, Apr 06, 2021

This job expires in: 24 days

Job Category: Financial

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

Job Summary

A financial services company needs applicants for an opening for a Remote Licensed Financial Associate in Minneapolis.

Core Responsibilities of this position include:

  • Engaging with customers via inbound calls, promptly assessing their inquiries and providing service solutions to fulfill their needs
  • Uncovering opportunities and identify products and services that will enhance the client’s financial success
  • Collaborating with internal business partners to research and resolve sophisticated client requests

Skills and Requirements Include:

  • Series 7 required
  • 2 – 3 years of previous financial services experience
  • Dedication to delivering a premier experience in every client interaction
  • Ability to self-motivate, with strong organizational skills and a keen attention to detail
  • Introductory understanding of general financial planning concepts, but eager to learn more
  • You are comfortable with technology and navigating integrated software solutions and tools

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