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

📋 Description

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

• Establish trusted relationships through incoming client communications.

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

• Articulate complex trading and investment concepts in a straightforward, client-friendly manner.

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

• Collaborate with clients and internal business units to provide outstanding experiences.

• Aid investors in navigating markets through trading support, education, and guidance.

⛳️ Requirements

• Must reside within a 90-mile radius of approved branch locations at the time of application: Beaverton, Portland Bridgeport, and Portland Vancouver.

• Series 7 license is mandatory.

• Series 63 license is required.

• Series 4 license is preferred.

• Experience in financial services, brokerage operations, trading support, client services, or a related area is essential.

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

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

• Excellent communication skills with the ability to clarify complex trading and investment concepts effectively.

• Capability to identify client needs, provide personalized solutions, and foster long-term relationships.

• Strong attention to detail, sound judgment, and the ability to manage multiple priorities in a fast-paced setting.

• Must not require immigration sponsorship.

• Employment may be subject to restrictions related to certain criminal histories in accordance with applicable laws and regulations.