Advisor Services - Ada, United States - USA Financial
Description
Advisor Services
Department:
USA Financial Operations/New Business
Location:
Remote (CO,IN,KS,MI) and/or in-office: Ada, MI 49301
Regular Hours:
Monday - Friday; 8:00 am - 5:00 pm
Status:
Full-Time, Permanent, Salary-Exempt
Position Overview:
The USA Financial subsidiaries have cohesively knitted-together a dually registered Independent Broker Dealer and SEC Registered Investment Advisor, an Insurance Marketing Organization (IMO / FMO to access top carriers, products & insurance distribution), Formulas - a 2nd SEC Registered Investment Advisor (RIA AUM to provide turnkey formulaic money management), USA Financial Exchange - a 3rd SEC Registered Investment Advisor (a TAMP platform with over $1B in assets), and Financial HQ for Marketing & Technology Solutions.
- High degree of followthrough;
- Strong analytical skills with the ability to identify a problem and develop solutions;
- Excellent organizational skills;
- A high degree of initiative and ability to work within tight deadlines;
- Experience trading on industry platforms or custodians preferred;
- Experience working in a brokerdealer and RIA environment preferred;
- Securities Licenses preferred (6/7, 65/66, and 24)(If 24 licensed, supervisory review experience pathway available).
Financial services licenses, as well as experience and understanding of insurance and investment products are a plus, but not required; we are always willing to hire the "right person" over related experience.
Please note that this is may not a fully remote position:
if hired, you would be expected to work from USA Financial's Ada, Michigan home office at some frequency (based on eligibility requirements).
What USA Financial Team offers:
- Health/Medical Care
- Life Insurance
- Short-Term & Long-Term Disability
- 401(k) Retirement Savings with company match
- Paid Time Off
- Paid Holidays (13/year)
- Remote Work Arrangements (policy requirements/eligibility apply)
- Exciting and Rewarding Work Environment
- Also available: Voluntary Dental & Voluntary Vision
Interested in joining USA Financial?
Tour our website to see if we are the right fit for you
- As an equal employment opportunity employer, we will recruit, employ, train, compensate, and promote employees without discrimination on the basis of race (including traits commonly or historically associated with race, which include, but are not limited to hair texture or protective hairstyles such as braids, locks, and headwraps), color, religion, national origin, ancestry, sex, sexual orientation, gender identity or expression, pregnancy/childbirth/related medical conditions, age, marital status, citizenship status, veteran status, disability, genetic information, height, weight, or any other classification or characteristic protected by applicable law._
