Brokerage Operations Expert

4 days ago


Hollywood, Florida, United States FDR Financial Group Full time
About the Job

We are seeking a skilled Financial Services Specialist to join our team at FDR Financial Group. The successful candidate will be responsible for managing the day-to-day operations of our brokerage department and providing exceptional service to our high net worth clients.

Key Responsibilities
  1. Managing the day-to-day operations of the brokerage department
  2. Providing exceptional service to high net worth clients
  3. Running reports, including RMDs
  4. Maintaining RedTail CRM and creating systems for organization and efficiency
Requirements
  • Bachelor's degree required
  • Series 6 license required; Series 7 preferred
  • At least 5 years of brokerage experience (not in banking sector)
  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment
What We Offer

FDR Financial Group offers a competitive salary, ranging from $60,000 to $80,000 per year, based on experience. Our firm provides a unique opportunity to learn all aspects of the industry and work with a close-knit team. As a Financial Services Specialist, you will have the opportunity to work on a wide range of projects and contribute to the growth of our firm.


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