Financial Advisor – Investor Services
Location
United States
Posted
12 days ago
Salary
$59.7K - $84.3K / year
Job Description
Job Requirements
- Bachelor’s degree or higher in business, finance, or related field
- High-level knowledge of current investment products and industry services
- Proven track record in relationship management and customer satisfaction
- FINRA Series 7, 63, and 65 registrations required
- FINRA fingerprinting required upon hire
- Exceptional verbal and written communication skills
- Ability to compare and contrast the benefits and suitability of different investment options and products
- Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment
- Strong interpersonal skills, team-oriented, and collaborative
- Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
Benefits
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
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