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Financial Services Specialist
2 months ago
As a Suitability Principal, you will conduct thorough reviews of new and existing business submissions, ensuring compliance with firm policies and procedures. You will also be responsible for suitability reviews of accounts clearing through National Financial Services (NFS).
The TeamThe MML Investors Services (MMLIS) Elite Services Team provides exceptional operational support and service to our top-tier wealth management advisors. We review and process all new business submissions, facilitate post-new account functions, and provide tailored telephony support.
The Impact- Conduct comprehensive reviews of new and existing submissions, ensuring compliance with firm policies and procedures.
- Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures.
- Determine root cause of issues, provide solutions, and resolve matters independently.
- Implement and manage operational and supervisory procedures for the firm.
- Effectively communicate with registered representatives, agency personnel, and internal business partners.
- Consult with registered representatives, Agency Supervisory Officers, and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines.
- Consistently identify and report to management on trending and risk mitigation measures.
- FINRA Series 7 & 24 required at time of application.
- 1+ year MMLIS experience conducting suitability reviews or 2+ years' financial services experience within the brokerage/advisory space.
- High School Diploma or equivalent.
- Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators.
- 3+ years' experience conducting suitability reviews.
- FINRA Series 4 and 53.
- Superior customer service skills.
- Passion for embracing business process improvement opportunities.
- Regular meetings with the Elite Services team.
- Focused one-on-one meetings with your manager.
- Access to mentorship opportunities.
- Networking opportunities including access to business resource groups.
- Access to learning content on Degreed and other informational platforms.
- Your ethics and integrity will be valued by a company with a strong and stable ethical business.
