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.
• The responsibilities and skills required for this position include, but are not limited to, strong project management skills, time management and organizational skills, and understanding of the financial markets including knowledge of investment products.
• Benefits include 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, and Pet Insurance.

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

• FINRA Series 7 and Series 66 required
• Bachelor’s degree, Business, Finance, or Economics, preferred
• insurance license desired
• Previous experience in an investment-related field, finance, or banking is preferred
• Highly proficient in Microsoft Office Suite

Work Rights