Base: $59,000 - $67,500 annually; bonus: 10% of ba...
Remote
Active finra series 7 license
Active finra series 63 license
Inbound client call handling
This role empowers employees to make an impact by providing financial guidance and forming lasting relationships built on trust
Job Summary
This role empowers employees to make an impact by providing financial guidance and forming lasting relationships built on trust.
The position involves engaging with clients through inbound calls, taking ownership of complex issues, and offering the best possible solutions.
Employees are offered a competitive benefits package including a 401(k) match, stock purchase plan, and up to 28-day sabbatical after five years of service.
Matching Summary
This role empowers employees to make an impact by providing financial guidance and forming lasting relationships built on trust.
Salary
Base: $59,000 - $67,500 annually; Bonus: 10% of base pay; Shift Premium: Up to 20% additional compensation for evenings/overnights/weekends
Skills & Requirements
Must-have
Active FINRA Series 7 License
Active FINRA Series 63 License
Inbound client call handling
Complex issue resolution
Client relationship building
Nice-to-have
Growth mindset and willingness to learn
Passion for serving others
Previous customer service experience
Experience with CRM platforms
Adaptability to market changes
Key Requirements
Active FINRA Series 7 & 63 Licenses
Ability to work on-site during training program
Flexibility for evening, overnight, and weekend shifts
Bachelor's degree in Finance or related field (Preferred)