If you have an interest in finance, this is an excellent opportunity to start your career in the Financial Services Industry. While going through a unique and comprehensive training program while obtaining your FINRA licenses, you would serve a vital role in providing service to our existing clients and advisors. No cold calls required!
During this minimum 24-month program, Representatives will participate in the Securities Industry Training ("SIT") program which will prepare you to successfully prepare you for your role and for passing required FINRA exams. Representatives will have the opportunity to advance through several Tiers (Positions/Levels) during their tenure in the SIT program. You will be required to secure your FINRA SIE, Series 6 and 7 Licenses according to a pre-set schedule. Based on proficiencies achieved (Knowledge and Service) Representatives may have the opportunity to secure additional FINRA Licenses.
Salary Range:
Starting salary is typically between $50,000 and $58,000 annually, however, it is ultimately determined by the scope of the position, the candidate's relevant experience, and internal equity.
In addition to the starting salary, there is an incentive structure established that provides salary incentives based on the successful passing of FINRA licenses, SIE, 6, & 7. The total compensation package also includes an attractive benefits plan including, medical, dental and vision, 401k company match, discretionary profit sharing, PTO, and more.
PlanMember Client Service Representative (Associate)
After successful completion of the SIT Training Program, knowledgably answer incoming calls from PlanMember's Clients, process transactions and provide information that relates to client accounts such as:
Account information
Account maintenance
Products
Retirement plans
Distributions
Loans
NIGO (not in good order) applications (outbound calling)
Update call log to ensure timing standards are met