Registered Representative

This is a fully remote position, open to applicants in Alabama, +44 more states.

📋 Description

• Offer investment alternatives and advise customers on securities.

• Perform financial needs assessments and suggest suitable investment products.

• Oversee customer portfolios and deliver continuous support.

• Keep abreast of market trends and changes in regulations.

• Facilitate presentations and seminars regarding investment subjects.

• Ensure precise documentation of transactions and customer interactions.

• Adhere to industry regulations and standards.

⛳️ Requirements

• Possession of Series 6, 63, and 65 licenses, along with other relevant certifications.

• In-depth understanding of investment products and financial markets.

• Excellent communication and customer service abilities.

• Capacity to establish and nurture customer relationships.

• Detail-oriented with robust analytical skills.

• Proficient in financial software and tools.

• High standards of ethics and professionalism.

🏝️ Benefits

• 401(k)

• 401(k) matching

• Bonus based on performance

• Company parties

• Dental insurance

• Flexible schedule

• Health insurance

• Opportunity for advancement

• Paid time off

• Training & development

• Vision insurance