Financial Case Advisor - Active Series 7 License#26-25458

Shoreview, MN

Onsite Job Description

Financial Case Advisor

Active Series 7 required.

Minimum 1 year previous brokerage/investment banking experience preferred. Desired Qualifications

• 6 months to 1 year of brokerage / Investment banking client service experience
  
• Experience resolving and working through escalated and complex issues
  
• Experience managing complaints and objections effectively and professionally
  
• Client service focus with the ability to listen to client needs and recommend solutions
  
• Ability to identify client needs and obstacles and take the necessary steps to problem solve
  
• Solid understanding of brokerage products and services Preferred qualifications:
  A minimum of one year of brokerage client support experience
  Client interaction experience, as Case Advisors will communicate directly with clients regarding complaints
  Strong organizational and technical skills are required.

Case Advisors manage inventory using a Microsoft Excel tracker. (Having the candidate provide information about how they've managed inventory and/or remained organized is helpful.

Ability to efficiently navigate multiple systems at a time

STAR format interview answers, with specific scenario examples

Ensure candidate is clearly visible on interview video

Training will last 5 weeks and will be conducted fully in-office.

Following training, contractors will transition to a hybrid schedule consisting of one week in-office and one week working from home. Contractors must work from their registered home address only.

Series 7 license must be active and not within six months of expiration at the start date

U5 disclosures are not preferred but can be reviewed on a case-by-case basis

EEO:

"Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of - Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans."