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Series Licensed Analyst
Job in
Orlando, Orange County, Florida, 32885, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A company is looking for an Investment Client Services Analyst (Series 7/63) - Remote.
Key Responsibilities:
Provide support and guidance to clients and financial representatives regarding investment accounts and transactions Analyze and verify investment transactions while ensuring compliance with regulatory standards Contribute to continuous improvement initiatives and educate clients on digital capabilities to enhance client relationships
Required Qualifications:
FINRA Series 7 and 63 Licenses Associate's degree in business or related field, or equivalent experience Minimum of 4 years of customer service experience Expert knowledge of investment products and markets Intermediate understanding of tax implications related to investments
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