Career Development Representative
6 days ago
As a Career Development Representative, you will play a pivotal role in shaping the financial futures of our clients. In this dynamic position, you will have the opportunity to grow and develop your skills while supporting our customers with exceptional service.
Job DescriptionThis is an exciting opportunity to join our team as a Career Development Representative, where you will be responsible for delivering outstanding customer experiences while developing advanced skills that will further advance your career in planning.
Responsibilities:- Support customers with increasing complexity over the phone, working from home and in our Investor Centers.
- Develop and hone your skills through dedicated training and development programs.
- Pursue industry-recognized certifications, such as SIE FINRA, Series 07 FINRA, and Series 66 FINRA.
We provide a comprehensive benefits package that includes:
- A competitive salary of $60,000 - $80,000 per year, depending on location and experience.
- Tuition reimbursement, student loan assistance, and education-related benefits.
- 401(K) 7% match, health insurance, dental insurance, vision insurance, and disability insurance.
- Paid time off, commuter benefit program, backup dependent care, charitable match, concierge services, wellness program, and fitness reimbursement.
To succeed in this role, you should possess:
- High energy and enthusiasm with a natural passion for helping people.
- Flexibility and self-motivation, with the ability to thrive face-to-face with clients in a fast-paced environment.
- Experience in customer service (phone or in-person) and a strong desire to build a career in financial services.
We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. As a company, we prioritize diversity, equity, and inclusion, and strive to create a workplace culture that is welcoming and supportive of all individuals.
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