Must-Have Skills
Bachelor’s degree in a business field or equivalent experienceFINRA Series 6 or 7FINRA Series 63 (or obtain within six months of hire)FINRA Series 65 or 66 (or obtain within six months of hire)CRM such as Salesforce.comProficiency using MS OfficeExperience as a retirement plan specialist or asset consolidation specialistor two years of relevant financial services experience
Nice-to-Have Skills
CRPCCFPLife license
Tools & Platforms
Salesforce.comMicrosoft Office
Hard Skills
FINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66Salesforce.comCRMMicrosoft Office
Soft Skills
Customer serviceInterpersonal skillsActive listeningCommunicationPresentation skillsProblem-solvingDecision-making
Certifications
Required
FINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66
Preferred
CRPCCFP
Keywords for Your Resume
Bachelor’s degree in a business field or equivalent experienceFINRA Series 6FINRA Series 7FINRA Series 63 (or obtain within six months of hire)FINRA Series 65 or 66 (or obtain within six months of hire)Salesforce.comCRMMicrosoft OfficeCustomer serviceinterpersonaland listening skillsasset consolidationretirement planningCRPCCFPLife licenseRemoteFull-Time
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