About this role
Role Overview
- servicing Third Party Advisors through inbound call center
- support the processing of advisor agreements and transactions
- participate in special projects or initiatives
Requirements
- 2+ Years Required; 3+ Years Preferred
- Series 6 or 7; Series 63 Licenses and Certifications required within 120 days of start date
- Life and Health Insurance License required within 120 days of start date
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings