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Telecommute Financial Brokerage Associate

Job is Expired
Location: Nationwide
Compensation: Salary
Staff Reviewed: Mon, Nov 07, 2022
Job Category: Financial
Weekly Hours: Full Time
Employment Status: Permanent
Employer Type: Employer
Career Level: Experienced
Education Level: Bachelors

Job Summary

A financial services and investment firm needs applicants for an opening for a Telecommute Financial Brokerage Associate.

Core Responsibilities of this position include:

  • Servicing new and existing client needs via inbound calls
  • Handling client trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities
  • Uncovering leads and opportunities to hand off to the Retirement Advisor Team

Qualifications Include:

  • 2+ years of financial customer service experience
  • FINRA Series 7 and Series 63
  • Strong technological skills and an ability to multi-task across systems
  • Brokerage and mutual fund trading experience
  • Comprehensive PC skills
  • Comprehensive professional skills

COMPLETE JOB DESCRIPTION

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