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Financial Broker (Remote)

Remote:

Full Remote

Contract:

Full time

Salary:

13 - 125K yearly

Work from:

Texas (USA), United States

Offer summary

Qualifications:

FINRA Series 7 or 65, Knowledge of regulations and compliance.

Key responsabilities:

Manage brokerage accounts and provide financial advice
Handle inbound inquiries and claims
Generate referrals and manage reimbursement processes
Build and maintain relationships with clients

iHire Information Technology & Services SME https://www.ihire.com/

51 - 200 Employees

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Job description

McNally Financial Services has partnered with iHire to reach top talent for their opening below. Check it out and apply via iHireLogistics today!

McNally Financial Services is seeking a talented Financial Broker to join our team. This is a remote position based in San Antonio, TX 78201.

Job Responsibilities

Manage brokerage accounts and provide financial advice
Handle inbound inquiries and claims
Generate referrals and manage reimbursement processes
Build and maintain relationships with clients

Job Requirements

FINRA Series 7 and or Series 65.
Knowledge of regulations and compliance

DEI Statement

At McNally Financial Services, we are committed to creating a diverse, equitable, and inclusive workplace. We believe that diversity drives innovation and success, and we welcome candidates from all backgrounds to apply.

EEO Statement

McNally Financial Services is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Employment Type: Full Time

Bonus/Commission: No