Requirements
- Valid Series 7 license
- 2 to 3 years of experience in financial services
- Proficient with technology and adaptable to new software platforms
- Solid understanding of core financial planning principles
- Demonstrated ability in customer service, client assistance, and resolving issues
- Skilled in influencing and using consultative techniques to enhance client interactions
Nice to Have
- Series 63 license
Benefits
- Comprehensive rewards package featuring a reliable base salary to acknowledge performance
- Benefits designed to support personal and family well-being and work-life harmony
Work Arrangement
Remote (City/Region)
Other
- Applicant's primary residence must be within 90 miles of approved locations: The Villages, Winter Park
- Interviewing, onboarding, training, and support will be conducted virtually
- Employment is subject to regulatory restrictions related to criminal history under securities and investment laws, including those enforced by FINRA
