Job Summary
A financial services company is in need of a Telecommute Financial Consultant in San Francisco.
Core Responsibilities of this position include:
- Educating customers on the technology and channels available to them
- Mentoring and supporting your customers
- Demonstrating a deep understanding of financial markets
Must meet the following requirements for consideration:
- Ability to engage face-to-face with your customers
- FINRA Series 7 & 63 required prior to hire
- Series 65 and/or 66 and state registrations required within 3 months of hire
- Experience with High Net Worth clients
