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.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 $62,000.00 per yearBenefits:* 401(k)* Dental insurance* Flexible schedule* Health insurance* Paid time off* Vision insuranceWork Location: Hybrid remote in Charlotte, NC 28213

Created: 2025-07-01