: Financial Case Advisor - Active Series 7 Licensed
mindlanceValley Park, MO
: Financial Case Advisor - Active Series 7 Licensed
mindlanceValley Park, MO
3 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsBrokerage ClerksIndustries
Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationMiscellaneous IntermediationAbout the role
Financial Case Advisor supporting brokerage clients with complaints/escalations and case management. Requires 1+ year brokerage experience, active Series 7, strong Excel/organizational skills, and client communication skills.
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JOB OVERVIEW
Experience level
Senior
Location
Valley Park, MO
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
3 days ago
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