Financial Services Representative - Irvine, CA

Financial Services Representative in Irvine, CA, combining remote-first training with in-person presence at an Investor Center. Role includes taking inbound calls, assisting customers with account inquiries, withdrawals, transfers, and trades, while pursuing FINRA licensing (SIE, Series 7, Series 66) with paid study time and coaching. Onboarding features four days per week working from home and one day in the Investor Center, transitioning to full on-site work in Investor Center as needed. Training and development are emphasized, with ongoing support to build proficiency in wealth management and customer service. Certifications: Series 07 and 66 FINRA licenses provided with paid time and sponsorship; no finance degree required. Benefits include health, retirement, tuition assistance, student loan repayment, parental leave, and other wellness programs.