Bilingual Wealth Associate
Company: VirtualVocations
Location: Paterson
Posted on: October 30, 2024
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Job Description:
A company is looking for a Premier Wealth Associate - Spanish
Bilingual.
Key Responsibilities
Provide exceptional service and support to retail customers
regarding account needs
Manage service requests including account opening, asset movement,
and facilitating trades
Educate customers on financial solutions and tools offered by the
company
Required Qualifications, Training, and Education
Bachelor's degree in business or finance preferred
2+ years of customer service experience in the financial
industry
Experience trading in equities, fixed income, and options
preferred
FINRA Series 7 and Series 63 required
Fluency in both English and Spanish
Keywords: VirtualVocations, New Britain , Bilingual Wealth Associate, Other , Paterson, Connecticut
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