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FINRA Licensed Financial Advocate

Company: VirtualVocations
Location: Madison
Posted on: February 4, 2025

Job Description:

A company is looking for a Financial Advocate to provide personalized support to participants on their financial journeys.



Key Responsibilities

Respond to participant inquiries and assist with enrollment in financial wellness tools
Provide personalized financial advice and promote positive participant behaviors
Collaborate with various departments to fulfill client requests and enhance program engagement


Required Qualifications

FINRA licenses (Series 65 or 63/6) are encouraged; must be obtained within six months if not held
BA/BS degree from an accredited university preferred
1-3 years of experience in customer service or operations support roles
Bilingual in Spanish preferred
Previous experience in finance or investment markets preferred

Keywords: VirtualVocations, West Allis , FINRA Licensed Financial Advocate, Accounting, Auditing , Madison, Wisconsin

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