Individual with a strong operational background and product knowledge to stand as a relationship manager for our top advisors.  The Specialist will create and solidify relationships with their assigned advisors, assisting them with operational issues and acting as the sales contact for products. The successful candidate will be a self-starter, detail-oriented, and be able to work in a fast-paced environment.  Must have excellent customer service and problem-solving skills.  

Licensing and Education:  The Series 7 and 63/65/66 securities licenses are required.  Also required is the Series 24 license, which if not held at the time of hire must be obtained within 90 days of employment.  The Texas Life/Health insurance license will be required within the first year of employment.  College degree desirable.

Keywords: Financial Services, Financial Products, Premium Services, Relationship Management, FINRA, NASD, Series 7, Series 24, securities operations, Registered, problem resolution