Premier Brokerage Associate

Empower Geographics Inc

Base: $50,300.00 - $69,125.00; bonus/equity: sales...
Hybrid
Active finra series 7 license required
Active finra series 63 license required
Inbound call center customer service experience
Empower Geographics Inc is seeking a Premier Brokerage Associate to provide exceptional customer service and support to clients in a hybrid work environment. The ideal candidate should possess active FINRA Series 7 and Series 63 licenses, along with at least two years of customer service experience in financial services

Job Summary

  • The role involves taking inbound calls from new and existing clients to provide exceptional service and support on all retail products and account types.
  • Candidates must possess an active FINRA Series 7 and Series 63 license along with at least two years of customer service experience in a high-volume environment.
  • The company offers a comprehensive benefits package including medical, dental, vision, life insurance, a 401(k) plan with up to 6% matching, and tuition reimbursement up to $5,250 per year.

Matching Summary

Match Score: 85

Empower Geographics Inc is seeking a Premier Brokerage Associate to provide exceptional customer service and support to clients in a hybrid work environment. The ideal candidate should possess active FINRA Series 7 and Series 63 licenses, along with at least two years of customer service experience in financial services.

Salary

Base: $50,300.00 - $69,125.00; Bonus/Equity: Sales incentives or bonus plan available depending on performance; Benefits: Medical, dental, vision, life, 401(k) match up to 6%, tuition reimbursement

Skills & Requirements

Must-have

  • Active FINRA Series 7 license required
  • Active FINRA Series 63 license required
  • Inbound call center customer service experience
  • Knowledge of equity and options trading
  • Ability to work flexible time zone schedules

Nice-to-have

  • Retail IRA and 401K customer service background
  • Prior remote work experience preferred
  • Strong multi-tasking across systems skills
  • Experience with retirement account operations
  • Proven ability to uncover business leads

Key Requirements

  • FINRA Series 7 and Series 63 licenses
  • 2+ years customer service experience
  • Authorized to work in the U.S. without sponsorship
  • Fingerprinting required by FINRA

Work Rights

Must be authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter