Consultant, RIA Specialist

New York Life Insurance; Myrtle Point (OR); Remote; USD 40,000 - 60,000; Full time

Job summary

A financial services firm is looking for someone in Myrtle Point, Oregon, to provide support on various investment products. The ideal candidate should have a Bachelor’s degree and 1-2 years of experience in the financial industry, with skills in customer service and financial product knowledge. This position offers a salary range of $40,000 - $60,000 with remote work flexibility and opportunities for career advancement.

Benefits

Discretionary bonus eligibility

Comprehensive benefits package

Career advancement opportunities

Qualifications

• 1-2 years of relevant experience in the financial services industry.
• Holds Series 7 license or expertise in core processing functions.
• Knowledge of the managed account industry.

Responsibilities

• Handle incoming calls on various product types.
• Provide subject matter expertise to advisors.
• Assist in training new staff.

Skills

Customer service skills

Expertise in financial products

Proficiency with Microsoft Office

Education

Bachelor’s Degree

Tools

Wealthscape

Envestnet

Job description

Employer Industry: Financial Services and Investment Advisory

Why consider this job opportunity

• Salary range of $40,000 - $60,000
• Discretionary bonus eligibility
• Comprehensive benefits package including leave programs, adoption assistance, and student loan repayment programs
• Opportunity for career advancement and professional development within a Fortune 100 company
• Work remotely with a flexible schedule
• Join a diverse and inclusive team committed to community improvement and employee support

What to Expect (Job Responsibilities)

• Handle incoming calls on various product types including stocks, bonds, and mutual funds
• Maintain expertise in multiple systems, products, and services while assisting with processing tasks
• Provide subject matter expertise on platforms such as Wealthscape and Envestnet to advisors and stakeholders
• Assist in training new staff and handle escalated cases from advisors
• Identify and resolve operational and compliance issues during daily activities

What is Required (Qualifications)

• Bachelor’s Degree
• 1-2 years of relevant experience in the financial services industry
• Holds Series 7 license or is a subject matter expert in specific core processing functions
• Knowledge of the managed account industry
• Proficiency with Microsoft Office and strong customer service skills

How to Stand Out (Preferred Qualifications)

• Experience in customer service roles with a focus on inbound/outbound calls
• Schedule flexibility and a strong work ethic

#FinancialServices #InvestmentAdvisory #RemoteWork #CareerGrowth #InclusionMatters

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