At least two years of financial services or brokerage experience strongly preferred
FINRA Series 7 and 66 (or equivalent) required, in addition to meeting FINRA continuing education requirements
Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
Excellent telephone communication skills and articulation of speech, displaying a high level of Professionalism
Ability to adapt conversations to meet the needs of a diverse client base across all 50 states
Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs), and employee benefit programs preferred
Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.)
Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
Ability to manage multiple priorities in a fast paced environment; adaptive to change
Ability to be flexible between the hours of 8:00 am – 8:00 pm EST, Monday through Friday, and occasionally Saturdays, 8am-5pm.
Bachelor’s degree preferred
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