Licensed Financial Services Representative (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Phoenix, Arizona, United States. The 24-week training program is on-site from 8:00 a.m. to 4:30 p.m., Monday through Friday. After training, assigned shifts may include evenings, overnight hours, and weekends; qualifying evening, overnight, and weekend shifts may offer fully remote work, while some weekday shifts remain in office.
Salary: USD $28.37–$31.97 per hour. Starting compensation is also listed as $59,000–$66,500 annually, depending on related experience, plus an annual bonus opportunity of 10% of base pay.
Company
provides financial services and supports clients with investment and financial-future needs.
What you will do
- Guide clients through meaningful financial conversations by phone.
- Listen actively, understand client needs, and resolve complex service issues.
- Provide accurate information and empathetic guidance to deliver a strong client experience.
- Build client confidence and strengthen long-term relationships based on trust.
- Partner with teammates, advocate for client needs, and adapt to changing business requirements.
Requirements
- Active FINRA Series 7 and Series 63 licenses.
- Strong client-service orientation and the ability to build trust through clear communication.
- Confident problem-solving, accuracy, thoroughness, and empathy in client interactions.
- Ability to work as part of a supportive team and respond constructively to feedback.
- Availability for on-site weekday training in Phoenix from 8:00 a.m. to 4:30 p.m. for 24 weeks.
Nice to have
- Previous customer service or client relationship experience.
- Bachelor’s degree or higher.
Culture & Benefits
- Collaborative environment focused on continuous learning, professional growth, and career mobility.
- 401(k) with company match and employee stock purchase plan.
- Health, dental, and vision insurance.
- Paid vacation, volunteering time, parental leave, and family-building benefits.
- Tuition reimbursement and a 28-day sabbatical after five years of service for eligible positions.
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