Financial Broker ( Remote )

iHire; San Antonio (TX); Remote; USD 50,000 - 70,000; Full time

Job summary

A prominent financial services firm is seeking a licensed Financial Broker to join its team. The role allows remote work while based in San Antonio, TX. Responsibilities include managing brokerage accounts, providing financial advice, and maintaining client relationships. This position is ideal for entry-level candidates looking to grow in a dynamic financial environment.

Qualifications

• Licensed with FINRA Series 7 and Series 63.
• Knowledge of regulations and compliance.

Responsibilities

• Manage brokerage accounts and provide financial advice.
• Maintain client inquiries and claims daily.
• Generate referrals and manage reimbursement processes.
• Build and maintain client relationships.

Skills

Financial Advice

Client Relationship Management

Regulatory Knowledge

Job description

Join to apply for the Financial Broker (Remote) role at iHire.

McNally Financial Services has partnered with iHire to reach top talent for their opening below. Check it out and apply via iHireLogistics today!

McNally Financial Services is seeking a talented and licensed Financial Broker to join our team. We are based in San Antonio, TX, but you may work from your current location.

Job Responsibilities

• Manage your brokerage accounts and provide financial advice to your clients.
• Maintain inbound inquiries and claims for your client accounts daily.
• Generate referrals from your clients and manage reimbursement processes.
• Build and maintain relationships with your clients.

Licensing Requirements

• FINRA Series 7 and Series 63 - Minimum Requirements.
• Knowledge of regulations and compliance.

DEI Statement

At McNally Financial Services, we are committed to creating a diverse, equitable, and inclusive workplace. We believe that diversity drives innovation and success, and we welcome candidates from all backgrounds to apply.

EEO Statement

McNally Financial Services is an equal opportunity employer. We do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Employment Type: Full Time

Bonus/Commission: No

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Supply Chain, Distribution, and Manufacturing

Industries

• Transportation, Logistics, Supply Chain and Storage, Warehousing and Storage, and Wholesale Import and Export

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