High Net Worth Service Associate - Greater Orlando, FL Area

About the position

We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Orlando Metro area! While you will work from home, you must reside near the Greater Orlando area as occasional in-person participation with your peers is an important part of our culture. You’ll have full access to work from home capability to support our clients remotely.

Responsibilities

• Enhancing relationships with high-net-worth clients who have assets of $250,000 to $1 million.
• Increasing customer loyalty and driving business development opportunities.
• Engaging with customers via inbound calls and responding to their inquiries.
• Providing product and service level guidance.
• Processing customer requests including options, equities, mutual funds, and fixed income trades.

Requirements

• Series 7 required.
• Series 63 preferred (paid training & support provided).
• 2-3 years of previous experience working in the financial services industry.
• Strong technological savvy and comfort with learning how to use new tools.

Nice-to-haves

• Broad-based knowledge and understanding of general financial planning concepts.
• Proven customer service, client support, and problem resolution skills.
• Ability to effectively influence others and use consultative skills to enrich the customer experience.

Benefits

• Competitive total rewards package including a stable base salary.
• Access to virtual training and support.
• Dynamic working model blending onsite and offsite work experiences.