Financial Services Product Specialist

Responsibilities

• Research and evaluate investment products (e.g., annuities, mutual funds, ETFs, REITs, private equity/debt, variable life, advisory products).
• Perform due diligence and risk assessments.
• Translate complex data into plain language for advisors.
• Match products to client needs (e.g., income, accumulation, wealth transfer).
• Create and maintain training materials.
• Provide product support via phone/email.
• Present internally on products and sales processes.
• Maintain records and agreements.
• Support systems like MyView, RightBridge, Docupace.
• Track and report production metrics.
• Collaborate with marketing, training, compliance, and operations to educate representatives.

Requirements

• Bachelor’s degree.
• Experience with investment products preferred.
• Ability to pass FINRA Series SIE and 7 within six months of hire, and series 24 and 66 within one year of hire. We provide time to study during work hours to help you achieve this goal. Work towards FLMI designation.
• Strong communication, analytical, organizational, and collaboration abilities.
• Proficiency in Microsoft Office, Teams, and Zoom.
• Detail-oriented, adaptable, and able to work across all U.S. jurisdictions.
• Clean securities background.

Qualifications

• Ability to pass FINRA Series SIE and 7 within six months of hire, and series 24 and 66 within one year of hire. We provide time to study during work hours to help you achieve this goal. Work towards FLMI designation.
• Strong communication, analytical, organizational, and collaboration abilities.
• Proficiency in Microsoft Office, Teams, and Zoom.
• Detail-oriented, adaptable, and able to work across all U.S. jurisdictions.
• Clean securities background.

Skills

• Communication skills.
• Analytical skills.
• Organizational skills.
• Collaboration skills.
• Microsoft Office proficiency.
• FINRA Series SIE and 7 certification.
• FLMI designation.

Benefits

• Company-paid retirement plan.
• Matching 401(k) plan.
• Employee Impact Bonus.
• Medical, Dental and Prescription Drug Insurance.
• Group term life insurance.
• Long-term and short-term disability.
• Voluntary benefits: vision, flexible savings accounts (FSA), accident insurance.

Pay

The hourly pay for this position is $25.75. The specific rate will depend on the successful candidate’s qualifications and prior experience.

Schedule

This is a full-time hybrid, hourly position: 37.5 hours per week (7.5 hours per day), Monday- Friday, with flexible start time between 7 a.m.-9 a.m. Hybrid positions work at least four days in office each week. Employees beginning to work in a new hybrid role will be expected to work on-site (five days a week) during the initial training period, which may be up to one year. Hybrid work arrangements are subject to change at any time based on business needs.