Job Description
Skills desired :
- Experience related to retirement products preferred, but not required.
- Current or past Series 7 preferred, but not required.
- Bachelor degree preferred.
- Brokerage is an equal opportunities employer.
- We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.
Skills Required :
- Attention to detail.
- Ability to multi-task and manage time effectively.
- Ability to establish and maintain positive client relationships.
- Ability to diagnose and solve problems creatively.
- Ability to recognize and diffuse potential issues and / or difficult interactions.
- Excellent communication (written and oral) and listening skills.
- Desire and ability to learn quickly and apply knowledge to various situations.
- Bachelor’s degree or minimum 2 years financial industry experience.
Additional Information
All your information will be kept confidential according to EEO guidelines.
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