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Financial Broker
4 weeks ago
McNally Financial Services is seeking a talented and liscensed Financial Broker to join our team. We are based in San Antonio, TX but you may work from your current location.
Job Responsibilities:
- Manage your brokerage accounts and provide financial advice to your clients
- Daily maintenance of inbound inquiries and claims for your client accounts
- Generate referrals from your clients and manage reimbursement processes
- Build and maintain relationships with your clients
Licensing Requirements:
- FINRA Series 7 and Series 63.Minimum Rquirement
- Knowledge of regulations and compliance
DEI Statement:
At McNally Financial Services, we are committed to creating a diverse, equitable, and inclusive workplace. We believe that diversity drives innovation and success, and we welcome candidates from all backgrounds to apply.
EEO Statement:
McNally Financial Services is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Employment Type: Full TimeBonus/Commission: No
