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FINRA Licensed Brokerage Associate
FINRA Licensed Brokerage AssociateVirtualVocations • Charlotte, North Carolina, United States
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FINRA Licensed Brokerage Associate

FINRA Licensed Brokerage Associate

VirtualVocations • Charlotte, North Carolina, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

A company is looking for a Premier Brokerage Associate to provide exceptional service and support to clients in a remote setting.

Key Responsibilities

Provide exceptional service and support to retail customers, explaining concepts clearly

Assist clients with trading and manage service requests related to various securities

Demonstrate knowledge of brokerage transactions and uncover leads for the Retirement Advisor Team

Required Qualifications

Active FINRA Series 7 and Series 63 licenses required

FINRA fingerprinting required

2+ years of customer service experience, preferably in financial services

Knowledge of equities trading, fixed income, and options

Prior remote work experience preferred

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Brokerage Associate • Charlotte, North Carolina, United States

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