Financial Case Advisor - Active Series 7 License -- July Class
Mindlance
SAINT LOUIS, MO
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JOB DETAILS
SKILLS
Brokerage, Customer Relations, Customer Support/Service, Financial Planning, Inventory Management, Microsoft Excel, Organizational Skills, Series 7, Work From Home
LOCATION
SAINT LOUIS, MO
POSTED
30+ days ago
Preferred qualifications:
A minimum of one year of brokerage client support experience
Client interaction experience, as Case Advisors will communicate directly with clients regarding complaints
Strong organizational and technical skills are required.
Case Advisors manage inventory using a Microsoft Excel tracker. (Having the candidate provide information about how they ve managed inventory and/or remained organized is helpful.
Ability to efficiently navigate multiple systems at a time
STAR format interview answers, with specific scenario examples
Ensure candidate is clearly visible on interview video
Training will last 5 weeks and will be conducted fully in-office.
Following training, contractors will transition to a hybrid schedule consisting of one week in-office and one week working from home. Contractors must work from their registered home address only.
Series 7 license must be active and not within six months of expiration at the start date
U5 disclosures are not preferred but can be reviewed on a case-by-case basis
EEO:
Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.