About this role
Role Overview
- Provide financial education, guidance, and fundamental solutions to IRA customers
- Respond to inbound calls and assess customer needs
- Guide clients in making informed investment decisions
- Stay informed of market trends and retirement regulations
- Deliver outstanding customer experience in a professional manner
- Participate in training and coaching development programs
Requirements
- Bachelor’s degree preferred
- 1-3 years of Financial Services experience
- FINRA SIE, Series 6, 63 required
- Series 65 required within 6 months of hire date
Benefits
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short
- and long-term disability insurance
- Life and AD&D insurance coverage
- Retirement savings plans
- Paid time off
- Adoption/surrogacy and wellness benefits
- Employee/family assistance plans