Are you ready to kickstart your career in Financial Services, one of the most dynamic and fast-growing industries? Do you love being part of a team? Are you someone who thrives on solving complex problems and delivering exceptional client experiences? Join our client as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams. We offer an exciting opportunity for passionate individuals eager to learn, grow, and make a mark in the financial services sector.
Financial Services Professional
Start Date: 1/13/2025
Pay Rate During Contract: $24/hr
Contract Length: 4 month contract to hire
Pay Rate after Conversion: $52,000 yearly salary + $5k bonus for passing SIE once converted.
Worksite Type: Hybrid – 3 days in office per week, 2 days remote.
Must have proper work from home set up for remote days: if VPN doesn’t connect at home (slow internet, not secure, etc.) associates will need to work in the office until resolved.
Worksite Location: Tempe, AZ 85281
Schedule: 40 hours per week within below hours of operation
Hours of Operation (open availability required within this range): Mon-Fri 7am-5pm MST
Training Schedule: 7am-3:30pm MST
Job Description:
The journey will begin with a four-month contract training program, during which you will study for and obtain your SIE, receiving extensive training on clients, systems, and products. Throughout this entire period, you will receive hands-on coaching and support as well as guided on-the-job training on our Service 360 team.
You will serve as the first point of contact for Advisors and their Investors, taking 25-30 inbound contacts daily, handling everything from simple account inquiries to supporting complex financial transactions.
Our Financial Service Professionals spend their days on a dynamic set of activities including:
World-Class Service: You’ll have the opportunity to deliver stellar experiences with each interaction, embodying our client-centric values.
Problem Solve & Advise: Utilize your critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships.
Research & Navigate: Conduct detailed research and navigate various databases to provide accurate solutions for our clients.
Collaborate & Innovate: Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach.
Career & Community: You’ll also have regular time for coaching, career development activities, participate in ERG events and other opportunities to connect with colleagues and build community!
Company Information:
Why us?
We believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Competitive Pay: Receive a compensation package designed to acknowledge and reward your contributions.
Comprehensive Benefits: Benefit from a wide range of offerings, including health care, paid time off, and paid volunteer time to enhance your overall well-being.
Work-Life Balance: Enjoy access to onsite gyms (available in select locations), recreational spaces, and complimentary mental wellness support to promote a healthy work-life balance.
Growth & Development: Continuous learning and career growth are integral to our culture. Our development programs are designed to foster a growth mindset through engaging, high-impact learning experiences.
Our benefits package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that we have to offer!
What you can expect:
Learn & Grow: Immerse yourself in the financial services industry with extensive training and development. Our supportive environment is designed to provide you with the tools and knowledge to excel.
Career Advancement: This role is a gateway to a fulfilling career in Financial Services, where continuous learning and career growth are at the forefront and the opportunity to create value and serve others is endless.
Support & Development: From day one, you’ll be part of a vibrant team that values collaboration and innovation, helping you develop skills that will last a lifetime.
Registration Support: We invest in your professional future by supporting you in obtaining your Securities Industry Essentials (SIE) registration. This support includes paid, on-the-job study time, with readily available resources that you can take advantage of including access to expert coaches and group study sessions.
Opportunities to study for and obtain your Series 7 registration are available as part of our advanced career journeys as you grow in your role. These exams can be challenging but we are here to help!