Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) - Jacksonville

Only for registered members Jacksonville, United States

5 days ago

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Job summary

This role acts as a central entry point into a fully licensed financial services career responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs.

Responsibilities

  • Identifies clients' needs and finds proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
  • Receives training through the licensing/study program ultimately earning SIE S7 and S66 certifications

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