Finance Advisor Trainee

Job Title : Financial Services Professional || Series 7 License Trainee

Work Location: Salt Lake City 84116

Duration: 4 months with 100% conversion to perm if licenses are obtained

Shift : 8:30 AM-5:00 PM
Payrate $18 - $19/hr.

After Conversion the salary would be $54K-$58K

Job Description

Provides remote integration support for newly hired Financial Advisors ( FAs ), channel managers and branch support staff across a multi-channel business model.

Delivers a consistent and reliable process for facilitating the transition of Financial Advisors and their book of clients in a timely and efficient manner.

Organizes and manages account transfers and new client account paperwork for FAs. Establishes new client accounts into various systems. Interfaces with internal business partners to resolve escalated issues. Serves as a liaison for new FAs, channel management and support staff to provide high quality service and resources. Creates and submits detailed reports and metrics for each completed assignment. Develops and implements FA integration service and best practices.

Provides post integration support where appropriate and works closely with the Integration Consultants, branch support staff, channel managers, Business Transition Consultants and Platform Coaching and Support teams.

Required Qualifications:
6+ months of financial services industry experience 6+ months of experience in one or a combination of the following: sales support, branch administration or brokerage operations Desired Qualifications: Excellent verbal, written, and interpersonal communication skills Excellent organizational, multi-tasking, and prioritizing skills Ability to interact with all levels of an organization Advanced MS Office (Word, Excel, Outlook, PowerPoint, Access, and Project) skills

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.