Job Description
We are seeking a charismatic and licensed Series 7 Stock Broker to join our Financial Customer Service team. As a Stock Broker, your primary focus will be on building strong client relationships and delivering exceptional customer service. Our ideal candidate will be self-motivated, possess excellent communication skills, and contribute to our positive work environment.
Key Responsibilities:
Build and maintain strong client relationships by providing tailored financial advice and guidance.
Execute trades and manage client portfolios in accordance with individual investment goals and risk tolerance.
Monitor market trends, research investment opportunities, and present recommendations to clients.
Maintain a high level of industry knowledge and stay current on regulatory changes.
Collaborate with team members to provide comprehensive financial solutions for clients.
Continuously improve customer service skills and contribute to a positive work atmosphere.
Qualifications:
Current Series 7 license.
Minimum of 2 years of experience as a Stock Broker or in a related financial services role.
Excellent interpersonal and communication skills, with the ability to build rapport with clients.
Strong analytical and problem-solving skills.
Proven ability to work both independently and in a team environment.
Commitment to continuous learning and professional development.
Proficient in industry-standard software and technology.
Compensation:
Pay is negotiable and commensurate with experience and qualifications.
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