Consumer Investments - Investment Specialist Trainee - Chandler, Arizona (Obtain SIE Series 7 & 66)
Core
Phone-based entry-level role serving as a central entry point into a fully licensed financial services career by referring clients to specialized sales teams.
Role type
Investment Specialist Trainee
Builds
Referrals to specialized sales teams and client relationship growth
Domain
Consumer Financial Services
Deliverable
client delivery
Required skills
Client needs identification, Sales referral, Product knowledge, Chat functionality, Licensing exam preparation (SIE, Series 7, 66)
Preferred skills
Bachelor's degree, FINRA licenses, Leadership capabilities
Technologies
Chat functionality, Trading platforms
Responsibilities
Take inbound service calls to solve financial needs, Refer sales opportunities to specialist and sales teams, Manage products and trading in self-directed accounts, Provide exceptional client care and guide clients with needs-based solutions
Seniority
Entry-level, Trainee