9 часов назад
Investor Relations Specialist (Fintech)
75 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Investor Relations Specialist (Fintech): Supporting potential and current investors through inbound and outbound communications, suitability reviews, product education, and relationship management with an accent on regulatory compliance, investor records, and high-touch client service. Focus on assessing investor objectives, coordinating with Compliance, Finance, and Marketing, and representing the firm in webinars, meetings, and conferences.
Location: Onsite full-time in North Phoenix/Scottsdale, Phoenix, Arizona; scheduling flexibility is required for early morning, evening, and weekend television advertising coverage.
Salary: $75,000 annual base plus uncapped monthly commissions.
Company
provides investor-focused financial services with company-generated leads and a client-first approach to investment education and relationship management.
What you will do
- Build rapport with prospective and current investors through inbound calls, outbound calls, and lead follow-up; no cold calling.
- Understand investor needs and objectives, explain investment products, and provide market and product insights.
- Gather financial information and conduct suitability reviews to support appropriate investment recommendations.
- Collaborate with Compliance, Finance, and Marketing on regulatory documents, messaging, and reporting.
- Maintain accurate investor records and engagement histories in the approved CRM.
- Represent at investor webinars, meetings, and conferences when needed.
Requirements
- Current Series 7 license required.
- SIE and Series 63 licenses required; Series 82 may be accepted temporarily.
- Satisfy broker/dealer requirements for dual employment and be able to obtain licensing in all 50 states.
- Sales experience, strong customer service, listening, and communication skills.
- Familiarity with equity and debt instruments and the ability to manage flexible inbound call coverage.
Nice to have
- Experience in fintech or student loan refinancing.
Culture & Benefits
- Primarily inbound, company-generated leads and an upfront performance-based commission formula.
- Autonomy-focused, client-first work environment.
- Employer-paid medical insurance for employees and their families, including Mayo Clinic coverage.
- 401(k)/Roth plan with a 4% match and immediate vesting, plus dental, vision, life, and disability insurance.
- Student loan repayment and education assistance, catered Friday lunches, stocked snack kitchens, and an in-office gym membership program.
- Full-time in-office environment at a fast-growing company.
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