Investment Specialist
Location
Arizona + 3 moreAll locations: Arizona, Illinois, Nebraska, Wisconsin
Posted
2 days ago
Salary
$41.7K - $77.5K / year
Seniority
Mid Level
Job Description
Job Requirements
- Minimum 2 – 3 years successful experience with a customer service focus in the financial planning, securities, or insurance industry
- Valid and active SIE, Series 7, 66 (or 65+63) is required
- Series 65 obtained within 6 months of employment
- Bachelor’s degree preferred with emphasis on finance or economics
- Basic knowledge of a Financial Planning process
- Solid knowledge of markets and investment products
- Strong working knowledge of financial industry.
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
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