Premier Wealth Associate
Company: VirtualVocations
Location: Naperville
Posted on: November 1, 2024
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Job Description:
A company is looking for a Premier Wealth Associate to support
clients with retail products and account types.
Key Responsibilities
Provide exceptional service and support to retail customers,
explaining retirement concepts clearly
Manage service requests, including account opening, asset movement,
and facilitating trades
Assist clients with trading various securities and uncover leads
for the Retirement Advisor Team
Required Qualifications and Education
Bachelor's Degree required
2+ years of financial customer service experience
Experience trading in equities, fixed income, and options
FINRA Series 7 and Series 63 required
FINRA fingerprinting is necessary
Keywords: VirtualVocations, Waukesha , Premier Wealth Associate, Other , Naperville, Wisconsin
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