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Financial Brokerage Specialist

Company: VirtualVocations
Location: Eugene
Posted on: June 1, 2024

Job Description:

A company is looking for a Financial Brokerage Specialist.

Key Responsibilities:

Knowledge of After-Tax Brokerage Accounts and assisting customers in selecting the most appropriate provider
Understanding of qualified plan requirements, IRA accounts, and college savings plan options
Building a knowledge base and effectively communicating the advisor relationship to employees

Required Qualifications:

5 years of financial industry experience
Possession of FINRA Series 7 and 63, with the ability to obtain Series 66 or equivalent within 90 days of employment
Rapport building and interpersonal skills
Teamwork skills to engage with colleagues and clients
Ability to use data to persuade and influence customers

Keywords: VirtualVocations, Eugene , Financial Brokerage Specialist, Accounting, Auditing , Eugene, Oregon

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