Licensed Series 7 Representative

2 weeks ago


Lake Worth, United States 1st Discount Brokerage Full time

Company Description

Welcome to 1st Discount Brokerage (1DB) Our company's mission is to provide exceptional value to investors and savers. We believe in a personalized approach to financial well-being, addressing each client's unique needs and goals. At 1DB, we combine the expertise of human advisors with advanced technology to deliver the best solutions for our customers.


Role Description

This is a full-time, on-site role for a Licensed Series 7 Representative at 1st Discount Brokerage. The Representative will be responsible for providing financial advice and services to clients. Day-to-day tasks include managing client accounts, recommending investment options, executing trades, and maintaining compliance with regulatory requirements. The position is located in Lake Worth, FL.


Qualifications

  • Series 7 license
  • Strong knowledge of financial markets and investment products
  • Excellent communication and interpersonal skills
  • Ability to analyze and evaluate client financial needs
  • Demonstrated track record of providing exceptional customer service
  • Attention to detail and accuracy
  • Ability to work well in a team




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