Hybrid Financial Services Rep — Series 7/63 Training

University of Delaware; Gilbert (AZ); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid time off

Tuition reimbursement

401(k) matching

Fitness subsidy

Job summary

A leading financial services firm is seeking a Financial Services Representative in Gilbert, Arizona. In this role, you'll engage with clients, provide exceptional customer service, and help them manage their stock portfolios. The firm offers training for Series 7 & 63 licenses, a competitive salary, and a hybrid work environment. Ideal candidates have strong interpersonal skills, a bachelor's degree, and at least two years in customer-facing roles. Join us to develop your career in finance while making a meaningful impact.

Qualifications

• Successful completion of the Securities Industry Essentials®(SIE®) Exam.
• At least 2 years of experience in a customer-facing role.
• Experience working in a call center or financial institution.

Responsibilities

• Field inbound customer inquiries related to financial services.
• Educate customers about products and drive sales.
• Maintain high personal integrity and compliance with the company's Code of Conduct.

Skills

Customer service

Problem-solving

Team collaboration

Sales goal orientation

Education

Bachelor's degree in Finance or Business Management

Job description

A leading financial services firm is seeking a Financial Services Representative in Gilbert, Arizona. In this role, you'll engage with clients, provide exceptional customer service, and help them manage their stock portfolios. The firm offers training for Series 7 & 63 licenses, a competitive salary, and a hybrid work environment. Ideal candidates have strong interpersonal skills, a bachelor's degree, and at least two years in customer-facing roles. Join us to develop your career in finance while making a meaningful impact.