Job Description
We are a FINRA broker-dealer servicing clients locally and throughout the US. In addition we support Independent Financial Advisors locally and throughout the US.
We seek a candidate with past experience and knowledge of financial instruments and products in a work environment, with an understanding of client relationships and communication. This person will be able to reach out to current clients to schedule meetings, reviews and general service issues to assist current Registered Representatives. FINRA licensing is preferred as is Life and Health Insurance licensing. This candidate will also have experience in securities industry operations and FINRA compliance matters and/or accounting experience as an additional or separate role within the company.
There is greater opportunity for FINRA licensed individuals who may have a select client base and who is looking for a platform to continue to work with those clients in addition to in-house clients.
Job Types: Full-time, Part-time
Pay: From $18.00 per hour
Benefits:
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
Ability to commute/relocate:
- Columbus, OH 43235: Reliably commute or planning to relocate before starting work (Preferred)
Experience:
- financial services and/or insurance sales: 2 years (Required)
Work Location: In person