Job Summary

• A Support Team Specialist will act as a liaison to our internal sales professionals, provide technical support and solutions for the firm’s desktop technology, participate in the onboarding activities of new sales professionals, and problem solve issues for all stakeholders of the firm.
• Provide training to sales professionals on desktop technology and operational processes.
• The estimated salary range for this role is $50,000 - $65,000, along with eligibility to earn an annual bonus.

Matching Summary

Salary

Base: $50,000 - $65,000; Bonus/Equity: eligibility to earn an annual bonus; Benefits: Medical Insurance, Dental, Vision, Life insurance, Accidental death and dismemberment, Short-term and long term Disability Insurance, Parental Leave, Employee Assistance Program (EAP), Traditional and Roth 401(k) with company match, Flexible Spending Account (FSA), Employee Stock Purchase Plan at 5% discount, Critical Illness Insurance, Accident Insurance, Transportation and Commuting Benefits, Banking Benefits, Pet Insurance

Skills & Requirements

Key Requirements

• Bachelor’s degree preferred
• FINRA Series 7 and Series 66 required
• insurance license desired
• Previous experience in an investment-related field
• Highly proficient in Microsoft Office Suite

Work Rights