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Investment Account Consultant

2 months ago

Phoenix, Arizona, United States Experis Full time

Investment Account Consultant - Required: Current Series 7 License

Are you dedicated to providing exceptional customer service and assisting clients with their financial needs?
Do you possess a solid knowledge of financial markets and compliance regulations?

If you answered yes, we invite you to consider a position with our team at Experis as an Investment Account Consultant.

Location: Remote/Hybrid
Schedule: Flexible (Monday to Friday, 7am-6pm)
Compensation: Competitive pay rate up to $35/hour

Key Responsibilities:

  • Resolve investment-related inquiries from clients
  • Conduct comprehensive investigations and deliver clear solutions
  • Uphold high standards of customer service to ensure client satisfaction
Required Qualifications:
  • Active Series 7 license
  • Experience in brokerage operations
  • Outstanding customer service skills with a history of exceeding client expectations
Benefits Offered:
  • Attractive hourly wage up to $35/hour
  • Extensive training program
  • Flexible work schedule (Monday-Friday, 7am-6pm)
  • Comprehensive benefits package and 401k options
  • Potential for direct hire opportunities

Join a vibrant team at Experis and contribute to our mission of delivering top-notch service.