FINRA Licensed Wealth Associate
Company: VirtualVocations
Location: Bridgeport
Posted on: March 7, 2025
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Job Description:
A company is looking for a Premier Wealth Associate to support
clients in a remote call center environment.
Key Responsibilities
Provide exceptional service and support to retail customers while
explaining retirement concepts
Manage service requests including account opening, asset movement,
and facilitating trades
Demonstrate knowledge of brokerage transaction requirements and
uncover leads for the Retirement Advisor Team
Required Qualifications
Bachelor's Degree required
2+ years of financial customer service experience
Experience trading in equities, fixed income, and options
FINRA Series 7 and Series 63 required
FINRA fingerprinting required
Keywords: VirtualVocations, Bridgeport , FINRA Licensed Wealth Associate, Other , Bridgeport, Connecticut
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