About this role

Provide financial guidance and assistance to self-directed investors, identifying investment and savings solutions. You will manage client issues, research needs, and deepen relationships through a disciplined approach. This role requires knowledge of investments, financial markets, and company policies, with a focus on client satisfaction and achieving performance goals.

What we are looking for

6

Provide financial guidance and assistance to prospects and self-directed investors
Identify investment and savings solutions to meet client needs
Manage, research, and resolve client issues
Deepen client relationships and achieve high satisfaction
Educate clients on investment products, services, and trading strategies
Execute trade orders and process securities transactions

Work authorization

No visa sponsorship is available.
Must be authorized to work without sponsorship.