Brokerage & IRA Services Associate

A leading financial services firm is seeking an Unlicensed Investment Professional to assist clients with their brokerage accounts and financial goals. Responsibilities include discussing Individual Retirement Accounts, documenting client interactions, and delivering exceptional customer service. Applicants should have strong compliance knowledge and the ability to handle multiple priorities in a fast-paced environment. A competitive salary, commission, and a hybrid work model are offered, along with comprehensive benefits.
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