Junior Financial Broker

Jobot
Denver, CO Full Time
POSTED ON 3/7/2024 CLOSED ON 4/5/2024

What are the responsibilities and job description for the Junior Financial Broker position at Jobot?

Advance your career in the financial services industry!

This Jobot Job is hosted by: Jennifer Whitworth
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $60,000 - $75,000 per year

A bit about us:

An independent financial services firm, offering securities and advisory services, committed to making the planning, investment, and retirement process simple and understandable for clients.

Job Title: Junior Broker
Compensation: $60k-$75k/year and potential bonuses
Location: Denver, CO

Why join us?
  • Competitive pay
  • Bonuses
  • Career development


Job Details

We are actively seeking a licensed Junior Broker to join our dynamic team. As a Junior Broker, you will play a crucial role in supporting our clients' financial goals, providing top-notch service, and contributing to the growth and success of our organization.

Responsibilities:

  • Establish and maintain strong relationships with clients, understanding their financial objectives and risk tolerance.
  • Provide personalized financial guidance and investment recommendations to help clients achieve their goals.
  • Execute securities transactions in alignment with regulatory guidelines and company policies.
  • Offer advisory services, ensuring compliance with industry standards.
  • Utilize technological tools to streamline processes and enhance client interactions.
  • Collaborate with clients to develop and implement financial plans tailored to their unique needs.
  • Stay updated on market trends, investment opportunities, and regulatory changes.

Qualifications:

  • Active 7-series license, 66, or 65.
  • Previous experience in a similar role within the financial services industry.
  • Familiarity with Schwab or Pershing Platform is highly desired.
  • Strong interpersonal and communication skills.
  • Detail-oriented with a commitment to compliance and ethical conduct.
  • Proactive attitude, self-motivated, and a team player.

If you are a motivated and licensed professional looking to advance your career in a dynamic financial services environment, we encourage you to apply!

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Benefits:
401K, Employee Events, Employee Referral Program, Flexible Schedules, Free Food and Coffee, Game Rooms, Life Insurance, Maternity/Paternity Paid Leave, Medical, Dental and Vision, On Site Cafeteria, Paid Holidays, Paid sick days, Parking , Performance bonus, Professional Development, Retirement / Pension Plans, Vacation/paid time off, Work From Home


About the Company:
Jobot


 



Company Size:
500 to 999 employees


Industry:
Agriculture/Forestry/Fishing


Founded:
2018


Website:
https://jobot.com/


Salary : $60,000 - $75,000

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