FINRA Licensed Wealth Associate
Company: VirtualVocations
Location: Ontario
Posted on: January 30, 2025
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Job Description:
A company is looking for a Premier Wealth Associate to support
clients with retail products and account types.
Key Responsibilities
Provide exceptional service and support to retail customers while
explaining retirement concepts
Manage service requests including account opening, asset movement,
and facilitating trades
Assist clients with trading in various securities in an inbound
call center setting
Required Qualifications
Bachelor's Degree required
2+ years of financial customer service experience
Experience trading in equities, fixed income, and options
FINRA Series 7 and Series 63 required, along with FINRA
fingerprinting
Keywords: VirtualVocations, La Quinta , FINRA Licensed Wealth Associate, Other , Ontario, California
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