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Bilingual Spanish Financial Solutions Advisor Trainee - Pennington, NJ Advisory Center (Series 7 & 66 licenses required within 120 days of start date)
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Pennington, New Jersey |
About this job
The primary role of the Financial Solutions Advisor Trainee is to acquire the necessary licenses and training to become a Financial Solutions Advisor. In addition to studying and acquiring 7 & 66 licenses (63 & 65 in lieu of 66), FSA Trainees will be required to complete the new hire training program, including classroom and on the job training activities. Once a FSA Trainee acquires all required registrations, completes training activities and passes all proficiency assessments, they will transition into a full time Financial Solutions Advisor.
Preferred Skills & Abilities:
Proven Sales Ability
Proven ability to meet and exceed sales, productivity and quality monitoring goals
Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
Excellent interpersonal, leadership and oral/written communication skills
Strong organizational and teamwork skills
Capable of multi tasking and working efficiently under stress and high volume
Previous knowledge of client account services
Demonstrated passion and interest in financial markets
Financial services industry experience
A bachelor's degree is preferred or 1-2 years of relevant experience
This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Series 7 and Series 66 (or both the 63 and 65) is required;if not currently held, must be obtained within 120 days
Communicate effectively
Strong computer skills with an ability to multitask in a fastpaced environment
Requires basic knowledge of the organization, products and/or services
Ability to adapt and seek solutions for customers in a fast-paced environment
A bachelor's degree is preferred or 1-2 years of relevant experience
Preferred Skills & Abilities:
Proven Sales Ability
Proven ability to meet and exceed sales, productivity and quality monitoring goals
Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
Excellent interpersonal, leadership and oral/written communication skills
Strong organizational and teamwork skills
Capable of multi tasking and working efficiently under stress and high volume
Previous knowledge of client account services
Demonstrated passion and interest in financial markets
Financial services industry experience
A bachelor's degree is preferred or 1-2 years of relevant experience
This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Series 7 and Series 66 (or both the 63 and 65) is required;if not currently held, must be obtained within 120 days
Communicate effectively
Strong computer skills with an ability to multitask in a fastpaced environment
Requires basic knowledge of the organization, products and/or services
Ability to adapt and seek solutions for customers in a fast-paced environment
A bachelor's degree is preferred or 1-2 years of relevant experience
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