Financial Services Representative

Inclusively is partnering with a financial services company to hire a Financial Services Representative. **Please note: this role is NOT an internal position with Inclusively but with the partner company.**

ABOUT INCLUSIVELY:Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.

Our service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also take charge of your own professional journey by attending the company Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

We offer a competitive pay and bonus package. Starting compensation for this location begins at $51,400 during training, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $58,740 ($53,400 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.

What you haveIf you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at our company. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At our company, we strive to make a difference in people's lives through our innovative solutions and world-class service.

Required QualificationsFlexibility to work any day, time, or shift to accommodate 24/7 contact center needsPreferred QualificationsPrevious customer service experiencePrevious client relationship experienceBachelor’s degree or higher in Finance, Economics, or related field from accredited universityAbility to adapt to changes in the market and businessEagerness to learn about financePassion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactionsRobust communication, influencing and client engagement skillsDesire to be part of a supportive and collaborative teamProven success navigating multiple computer applications

BenefitsA competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.