Responsibilities include:
- Opening/closing accounts
- Facilitating money transfers
- Executing trades in stocks, bonds, and mutual funds
- Interacting directly with clients, providing exceptional customer service, and addressing inquiries and concerns promptly are integral aspects of the role.
Skills and Individual Qualities include:
- Strong communication skills and a keen attention to detail are essential for accurately executing financial transactions and ensuring client satisfaction.
- Adhering to regulatory guidelines and maintaining confidentiality in all client interactions is paramount.
- This role demands a proactive approach to problem-solving and a commitment to delivering comprehensive financial solutions tailored to each client's needs.
Licenses required:
FINRA Series 7 & 66 are required.
Job Type: Full-time
Pay: $75,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Schedule:
Education:
Experience:
- Financial planning: 2 years (Required)
License/Certification:
Ability to Commute:
- Scottsdale, AZ 85254 (Required)
Work Location: In person