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FINRA Licensed Wealth Associate
A company is looking for a Premier Wealth Associate to support clients in a remote call center environment. Key Responsibilities Provide exceptional service and support to retail customers while explaining retirement concepts Manage service requests including account opening, asset movement, and facilitating trades Demonstrate knowledge of brokerage transaction requirements and uncover leads for the Retirement Advisor Team Required Qualifications Bachelor's Degree required 2+ years of financial customer service experience Experience trading in equities, fixed income, and options FINRA Series 7 and Series 63 required FINRA fingerprinting required
A company is looking for a Premier Wealth Associate to support clients in a remote call center environment.
Key Responsibilities
Provide exceptional service and support to retail customers while explaining retirement concepts
Manage service requests including account opening, asset movement, and facilitating trades
Demonstrate knowledge of brokerage transaction requirements and uncover leads for the Retirement Advisor Team
Required Qualifications
Bachelor's Degree required
2+ years of financial customer service experience
Experience trading in equities, fixed income, and options
FINRA Series 7 and Series 63 required
FINRA fingerprinting required