Premier Wealth Associate - Newport News Virginia

Company: VirtualVocations
Location: Newport News, Virginia
Posted On: 11/09/2024

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, explaining retirement concepts clearly
Manage service requests, including account opening, asset movement, and facilitating trades
Assist clients with trading various securities and uncover leads for the Retirement Advisor Team


Required Qualifications and Education

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
FINRA fingerprinting is necessary More...

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