Senior Investment Consultant

Role Overview

• Executing client service activities by answering inquiries and performing account maintenance
• Assisting with online access and website navigation
• Executing and confirming trade orders initiated by self-directed clients
• Uncovering additional client needs and deepening relationships

Requirements

• 2 years expertise in trading, market mechanics, margin and options
• Series 7,9,10,66
• Must obtain the 9/10 within 120 days

Benefits

• industry-leading benefits
• access to paid time off
• resources and support to employees for genuine impact and sustainable growth