We take care of our advisors, so they can take care of their clients.
Financial Representative
Location
Washington
Posted
7 days ago
Salary
$67.5K - $112.5K / year
Job Description
Job Requirements
- Bachelor's Degree or equivalent working experience
- Series 7 Series 63 and 65, or 66 License (or ability to obtain within 90 days of hire)
- 2 years + of direct client experience within the financial services industry preferred
- Excellent telephone service/relationship management skills
- Proficient in Microsoft Office and web based applications
- Ability to assist customers in call center environment while accessing data via multiple PC lookup applications.
- Must have excellent PC and data input skills
- Prior financial trading experience
- Ideal candidate will have prior tele-sales experience
- Must have excellent communication skills, and strong service ethic
- Previous Experience as a financial advisor
- Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered.
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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