About this role

Provide financial guidance and assistance to self-directed investors, identifying solutions to meet their investment and savings needs. You will manage client issues, conduct research, and communicate resolutions to ensure high client satisfaction and deepen relationships. This role requires knowledge of investments, financial markets, and company policies, with a focus on delivering exceptional service and executing trades.

What we are looking for

6

Provide financial guidance and assistance to prospects and investors
Identify investment and savings solutions
Manage client issues and conduct research
Educate clients on investment products and services
Execute trades and securities transactions
Achieve high client satisfaction and deepen relationships

Work authorization

Must be authorized to work without sponsorship.