FINRA Licensed Wealth Associate - Ontario California

Company: VirtualVocations
Location: Ontario, California
Posted On: 01/31/2025

A company is looking for a Premier Wealth Associate to support clients with retail products and account types.



Key Responsibilities

Provide exceptional service and support to retail customers while explaining retirement concepts
Manage service requests including account opening, asset movement, and facilitating trades
Assist clients with trading in various securities in an inbound call center setting


Required Qualifications

Bachelor's Degree required
2+ years of financial customer service experience
Experience trading in equities, fixed income, and options
FINRA Series 7 and Series 63 required, along with FINRA fingerprinting More...

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