Financial Brokerage Specialist - Virtual

Overview

This role requires knowledge of the securities industry, brokerage investing, and other company services. Strong communication skills are essential for customer and support interactions, as well as independent work, troubleshooting, researching issues, and developing solutions.

Responsibilities

• Maintain working knowledge of types of After Tax Brokerage Accounts and objectively help customers select the most appropriate provider.
• Maintain working knowledge of general qualified plan requirements; provide information and guidance around the effects of plan distributions, loans, investment choices, and other specific plan rules.
• Understand types of IRA accounts, identify which IRA is appropriate, and communicate effectively.
• Understand college savings plan options available through the PFC; navigate internal PFC 529 website to retrieve needed information.
• Build a knowledge base and effectively communicate to employees what the advisor relationship is.

Requirements

• 5 years financial industry experience.
• Possess the FINRA SIE certification and be able to obtain FINRA Series 6 License and 63 License within 6 months of employment.
• Ability to utilize conceptual thinking to identify patterns, apply concepts, and clarify complex information.
• Ability to educate callers on complex retirement and education funding concepts.
• Ability to listen to customers to understand both articulated and unarticulated needs.
• Rapport-building and interpersonal skills.
• Teamwork skills to engage the energies of others on the team, within the Call Center and DC (Defined Contribution) Client Teams, to help achieve goals.
• Ability to use data to persuade and influence customers to objectively guide them.
• Ability to ask relevant probing questions to better assess customer needs.

Application & Interview

• Offers are contingent on undergoing and successfully completing a background check consistent with employment policies. Background checks may include some or all of the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. Hiring candidates will be notified during the hiring process which checks are required by the position.
• Virtual interviews must be conducted on video. The hiring process may require occasional travel to one of the physical office locations.

Compensation & Benefits

• Salary pay range: $48,000.00 USD (minimum) to $58,000.00 USD (maximum).
• Comprehensive benefits package, including health, dental and vision coverages starting Day One.
• Wellbeing programs, retirement plans with contribution matching, generous time off, parental leave, continuing education, and career growth opportunities.
• Continuing education & training and potential with a growing worldwide organization.

Location

• Work location is not specified in the provided description. The role may involve occasional travel to a physical office location.

Work Authorization

Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not, now or in the future, require sponsorship of a visa for employment authorization in the Employing Country and with the employer.

Equal Opportunity & Accommodations

• The employer is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state, or local law.
• The employer takes affirmative action to employ disabled persons, disabled veterans, and other covered veterans.
• Reasonable accommodations are provided for the known limitations of otherwise qualified employees and applicants for employment with disabilities and for sincerely held religious beliefs, practices, and observances, unless doing so would result in undue hardship.
• If reasonable accommodation is needed for the hiring process, candidates should request it through the recruiting process.