Providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs.
Deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career.
Managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.

Client-focused with a passion for excellence and a positive team attitude
Self-motivated, goal-oriented and can multitask in a fast moving, performance-based environment
Ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
Effective communicator with an aptitude for sales and relationship management
Strong computer skills
Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66
Desire to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
Ambitious, disciplined, hardworking, resilient and willing to learn

Investment Specialist Trainee, Obtain SIE, Series 7 & 66

Key skills