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Dexian · 3 days ago

Financial Advisor SIE

SLC Metro Area

Full-time

Onsite

New Grad, Entry Level

$19/hr - $19/hr

Dexian is seeking a Financial Advisor SIE to assist clients with their investment portfolios and provide support in transitioning to digital platforms. The role involves training for the SIE, Series 7, and Series 63 licenses while delivering excellent customer service and communication to help clients achieve their financial goals.

ConsultingHuman ResourcesInformation TechnologyProfessional ServicesStaffing Agency

Hiring Manager

Lewis D.

Responsibilities

Selected candidates will be paid while studying to achieve their SIE, Series 7, and Series 63 over a period of 12 weeks

Training materials and licensing expenses will be paid at no cost to selected candidates

Candidates need the capability to explain complex concepts in a digestible manner

As to be expected, excellent communication and interpersonal skills are a must for these positions

Successful candidates will also have a strong drive to succeed and a passion for helping people

Passing the tests to receive the Series 7 and Series 63 licensing will be necessary to continue the training and have the ability to be hired on permanently

The Trader role will have a focus on connecting with clients and helping them transition to the more modern digital platform of handling their portfolios online with the advisor’s assistance, where the Trader will be able to help them to achieve their financial goals and answer questions they may have

The Trader will be answering calls from clients and Financial Advisors that are requiring assistance with their client inquiries

From conversations with the client, the Trader will review existing portfolio holdings with the client and educating them on different investment platforms, recommending portfolio changes, and over all trying to align investment objectives with client financial goals

Ongoing skill and knowledge development sessions will continue to be provided to gain a deeper understanding of the role, different investment products, and the financial industry as a whole

The Trader will be able to utilize your management team, site coaches, learning & development partners, and external product vendors to grow and develop professionally

After passing the tests is when successful candidates will be considered for internal positions – there will of course be an internal interview as well

Qualification

SIESeries 7Series 63Bachelor’s degreeCustomer serviceAnalytical skillsData entryMulti-taskingPrioritizingVerbal communicationWritten communicationInterpersonal skillsOrganizational skills