Deskripsi Pekerjaan
Informasi lengkap tentang posisi dan persyaratan
Ringkasan Yukerja
Lowongan FINRA Licensed Broker di Metacom Careers kami kurasi dari Bossjob (kategori Keuangan & Perbankan). Perhatikan lokasi kerja (Taguig, National Capital Region, Philippines) sebelum melamar. Yukerja.com bukan pemberi kerja — lamaran diproses di situs sumber resmi.
Description
- Effectively manage client portfolios, providing investment recommendations based on market analysis.
- Conduct detailed financial assessments to determine clients' needs and goals.
- Maintain compliance with FINRA regulations and industry standards.
- Build and maintain strong client relationships to promote trust and client loyalty.
- Continuously update knowledge of financial products and market trends to provide informed advice.
Requirements
- Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field
- Experience Level: 1–3 years of experience in the financial services industry
- Skills and Competencies: FINRA license series 6 and 26
- Responsibilities and Duties: Strong understanding of investment vehicles and financial markets
- Qualities and Traits: Excellent communication and interpersonal skills
- Working Conditions: Availability to work flexible hours, including evenings and weekends as needed