Mindlance · 10 hours ago
Financial Advisor - Active Series 7
Charlotte, NC
Contract
Hybrid
Entry, Mid Level
$32/hr - $34/hr
2+ years expMindlance is a company seeking a Financial Advisor with an active Series 7 license. The role involves supporting account management, identifying process improvements, and providing customer service for technical issues.
Human Resources
Hiring Manager
Anshuman Mishra
Responsibilities
Participate in moderately complex support services in account management, operations, documentation, customer service and technical support
Identify opportunities for process improvement within the customer support functional area
Review basic or tactical routine technical issues or challenges that require research and evaluation, applications or services, product conversions, and new product development
Present recommendations for resolving moderate to complex situations and exercise independent judgment while developing understanding of internal and external customer needs
Provide information to customer service colleagues, relationship managers, internal partners and stakeholders, and customers to resolve customer issues
Serve as the first point of customer contact in providing support for routine technical questions and issues
Qualification
Required
Active Series 7 and SIE license required
2+ years of Customer Service, Financial Services, or Contact Center experience
Company
Mindlance
Mindlance is a Staffing and Recruiting company which provides multi-vertical staffing services
1001-5000 employees
H1B Sponsorship
Mindlance has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (71)
2024 (53)
2023 (37)
2022 (72)
2021 (36)
2020 (40)
Funding
Current Stage
Late StageLeadership Team
R
Rajat Paul Dhall
Co-Founder & Managing Director
V
Vik Kalra
Co-Founder and Managing Director
Recent News
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