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Wealth Service Associate (Bilingual)
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$23.32 - $33.17 an hour
Full-time
- Here are few examples of the kinds of things you'll do: Interact with financial advisors and provide excellent customer service by answering product related questions (MFs, ETFs, SMAs), discuss sales literature, and explain portfolio analytics.
- Partner with Internal Wholesalers, Hybrid Wholesalers, and External Wholesalers on advisor case work, and ongoing special projects.
- FINRA licensing required including SIE or equivalent and Series 7 & Series 66 required within 90 days of employment.
- Proficiency in Excel, Salesforce, and Morningstar reporting.
- Non-sales positions have the opportunity to participate in a bonus program.
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