Remote Trade Suitability Analyst

Location: Arizona

Compensation: To Be Discussed

Staff Reviewed: Thu, Oct 01, 2020

This job expires in 7 days

Remote Level: 100% Remote

Employer Type: Employer

Education Level: Some College, Bachelors

Job Summary

A financial advisory firm has an open position for a Remote Trade Suitability Analyst.

Candidates will be responsible for the following:

  • Completes data entry into the Sales Supervision pre-approval platform
  • Ensures proper business and sales practices are followed
  • Provides a written recommendation of approval or rejection after a thorough suitability analysis is completed

Applicants must meet the following qualifications:

  • Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered
  • Basic Fixed Indexed Annuity and Variable Annuity knowledge
  • FINRA Series 7, 63 (or 66), and 24 (or 8 or 9/10) are required
  • At least one year industry experience
  • Excellent written and verbal communication skills