This is a fully remote position, open to applicants in Florida.

📋 Description

• Assist active and sophisticated traders by addressing market activity, securities transactions, and trading-related inquiries.

• Establish trusted relationships through incoming client interactions.

• Offer education and support to empower clients in making informed investment decisions.

• Recognize opportunities to connect clients with trading tools, resources, and solutions that align with their investment requirements.

• Deliver trading support, education, and guidance across various investment products and financial solutions.

• Collaborate with clients and internal business groups to provide outstanding experiences and assist investors in achieving their financial objectives.

⛳️ Requirements

• Must reside within a 90-mile radius of the approved branch locations: Clearwater, Sarasota & Tampa at the time of application.

• Series 7 license is mandatory.

• Series 63 license is necessary.

• Series 4 license is preferred.

• Background in financial services, brokerage operations, trading support, client services, or a related field is required.

• Familiarity with financial markets, investment products, securities trading, and industry regulations is essential.

• Experience in supporting trading activities that involve equities, options, mutual funds, fixed income securities, margin, and other investment products is required.

• Excellent communication skills with the capability to convey complex trading and investment concepts in a clear and client-friendly manner.

• Proven ability to identify client needs, deliver customized solutions, and foster long-term relationships.

• Strong attention to detail, sound judgment, and the ability to manage multiple priorities in a dynamic environment.

• Must not require immigration sponsorship.

• Subject to restrictions concerning specific criminal histories under applicable securities and financial regulations.