Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Aptitude for obtaining industry licenses
Self-disciplined time management
Client relationship cultivation skills
The role involves a structured journey starting with obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes
Job Summary
The role involves a structured journey starting with obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes.
Employees will learn foundational skills to acquire, build, and manage client relationships while guiding them with complex financial advice and solutions.
This position offers world-class training, onboarding programs, and one-on-one coaching from Academy managers invested in the employee's success.
Matching Summary
The role involves a structured journey starting with obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
Aptitude for obtaining industry licenses
Self-disciplined time management
Client relationship cultivation skills
Results-driven mindset in fast-paced environment
Ability to execute multiple tasks simultaneously
Nice-to-have
Experience in financial services or sales
Strong peer collaboration abilities
Adaptability to new technology
Executive presence and oral communication
Business acumen and risk management
Key Requirements
Obtain SIE license within 30 days of hire
Obtain Series 7 and Series 66 licenses within 120 days
SAFE Act registration and background check compliance
Bachelor's degree preferred
One year of financial services or sales experience preferred