Financial Consultant-Entry level Job Vacancy in Associate Staffing Salt Lake City, UT – Latest Jobs in Salt Lake City, UT
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Company Name : Associate Staffing
Location : Salt Lake City, UT
Position : Financial Consultant-Entry level
Job Description : FINRA SIE, SERIES 7, and SERIES 63 SPONSORSHIP
Will be a 90 day paid study program to obtain the required FINRA licenses (SIE, Series 7, and Series 63). Once you’ve passed all exams you will begin training for full time position. This Entry level-Wealth Management position will be an annual salary plus bonus (no commission).
Primary Job Responsibilities
· Demonstrates expertise in areas of investments, markets, finance, and economic conditions with the ability to refer investment and retirement solutions
· Acting as primary support person for internal and external clients, supporting clients by answering questions and solving problems; transactional and navigational support
Desired Qualifications
A BS/BA degree or higher
Brokerage industry experience/knowledge
Ability to provide strong customer service while listening, eliciting information, and comprehending customer issues
Basic computer skills including the ability to navigate multiple windows, applications, and utilize search tools to find information
Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of brokerage: sales, service or quality assurance
Knowledge and understanding of banking products, policies, and procedures; within a call center environment
Job Types: Full-time, Contract
Pay: From $50,000.00 per year
Benefits:
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Physical Setting:
Office
Schedule:
8 hour shift
Supplemental Pay:
Bonus pay
Ability to commute/relocate:
Salt Lake City, UT: Reliably commute or planning to relocate before starting work (Required)
Education:
Bachelor’s (Required)
Work Location: One location
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