FINRA Licensed Trading Associate
Company: VirtualVocations
Location: Toledo
Posted on: February 5, 2025
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Job Description:
A company is looking for a Brokerage Trading Associate to
support customers with their trade execution needs.
Key Responsibilities
Act as the primary contact for client trading of various securities
in an inbound call center
Explain investment concepts clearly and provide exceptional service
to retail customers
Assist with account opening, asset movement, and educate customers
on financial solutions
Required Qualifications
Bachelor's degree, preferably in business or finance
2+ years of financial customer service experience
1+ years of direct trading experience
FINRA Series 7 and Series 63 licenses required
Understanding of current financial markets and retirement account
operations
Keywords: VirtualVocations, Taylor , FINRA Licensed Trading Associate, Accounting, Auditing , Toledo, Michigan
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