Licensed Financial Services Specialist

We are looking for a self-motivated financial professional that is passionate about connecting with clients, collaborating with others and achieving their personal and professional goals.Apply fast, check the full description by scrolling below to find out the full requirements for this role.Responsibilities:* Research and resolve escalated inquiries* Conducting investigative steps to identify the issues, research product information, and process complex or corrective transactions online* Provide information to the management committee members, agencies, or business leaders related to the escalated inquiries and complaints* Assist clients by facilitating trades, servicing accounts, providing transactional and navigational support, and educating clients when needed.* Responsible for supporting internal and external customers by providing moderately complex support services in account management, operations, documentation, funding, customer service and technical support.Required Qualifications:* Active SIE, Series 7, Series 63 Required* Brokerage operations experience* Customer service experience* Strong written communication skillsAdditional Information:* Hybrid schedule after training#IND1Job Types: Full-time, PermanentPay: Up to $65,000.00 per yearBenefits:* 401(k)* Dental insurance* Flexible schedule* Health insurance* Paid time off* Vision insuranceWork Location: Hybrid remote in Charlotte, NC 28253

Created: 2025-08-02