Associate Financial Representative
$67,500–$112,500 year
On-siteHouston, Texas, United States
Houston, Texas, United StatesOn-siteFull Time$67,500–$112,500 yearEntry LevelBachelors DegreeLarge
Full TimeEntry LevelBachelors DegreeLarge
Job Summary
Deliver financial advice and conduct client reviews via inbound and outbound calling activities while handling transaction requests and preparing proposals. Support independent financial advisors by resolving client issues, researching industry policies, and identifying asset retention opportunities. Provide regular feedback to management to improve advisor experience and operational efficiencies. Participate in ongoing training to remain current with operational procedures. This role is part of WealthAG, a team-based call center serving 120,000 mass affluent investors virtually and over the phone.
Required Qualifications
- Bachelor's Degree or equivalent working experience
- Series 7
- Series 63 and 65, or 66 License
- 1 years + of direct client experience within the financial services industry
- Excellent telephone service/relationship management skills
- Proficient in Microsoft Office and web based applications
- Ability to assist customers in call center environment while accessing data via multiple PC lookup applications
- Must have excellent PC and data input skills
- Prior financial trading experience
- Prior tele-sales experience
- Must have excellent communication skills
- Strong service ethic
- Previous Experience as a financial advisor
- Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered
Desired Qualifications
- Life and Health
- Ability to assist customers in call center environment while accessing data via multiple PC lookup applications
- Prior financial trading experience
- Ideal candidate will have prior tele-sales experience
- Must have excellent communication skills
- Strong service ethic
- Previous Experience as a financial advisor
- Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered
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