Bilingual Wealth Associate

Company: VirtualVocations
Location: Paterson
Posted on: October 30, 2024

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, Greenwich , Bilingual Wealth Associate, Other , Paterson, Connecticut

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