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
