Client-Centric Trading Advisor (Series 7/63)

Jobtailor; Kansas; On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor in the United States is seeking a client-focused broker-support specialist to guide investors through trading and investment decisions, and to handle account-related needs. The role emphasizes regulatory compliance, accuracy, and education for clients.

You will work closely with a team to process complex transactions, deliver personalized service, and uncover opportunities to connect clients with additional solutions.

Qualifications

• Series 7 license required.
• Series 63 license or ability to obtain within 90 days.
• Experience in financial services, brokerage operations, trading support, client services, or a related field.
• Knowledge of financial markets, investment products, economic trends, and industry developments.
• Ability to apply regulatory and policy requirements while delivering accurate and compliant support to clients.
• Ability to guide clients through trading and investment decisions with integrity and confidence.
• Consultative approach to uncovering client needs and recommending appropriate offerings, support, and solutions.
• Excellent communication and active listening skills, including ability to explain complex investment and trading concepts clearly.
• Strong attention to detail and commitment to accuracy.
• Effective problem-solving, critical-thinking, and decision-making skills.

Responsibilities

• Support investors with trading, investment, and account-related needs.
• Guide clients through market activity and trading and investment decisions.
• Process complex securities transactions.
• Provide education to help clients make informed financial decisions.
• Deliver personalized support through inbound client interactions.
• Build trust and strengthen client loyalty.
• Identify opportunities to connect clients with additional products and solutions.
• Serve as a connection between clients and investment products, services, and financial solutions.
• Provide trading support, education, and mentorship.

Skills

Excellent communication

Active listening

Problem-Solving

Critical thinking

Attention to detail

Education

Series 7 License

Series 63 License

Job description

Jobtailor in the United States is seeking a client-focused broker-support specialist to guide investors through trading and investment decisions, and to handle account-related needs. The role emphasizes regulatory compliance, accuracy, and education for clients.

You will work closely with a team to process complex transactions, deliver personalized service, and uncover opportunities to connect clients with additional solutions.