Brokerage & IRA Specialist

A leading financial services firm in San Antonio seeks an Unlicensed Investment Professional to assist clients with brokerage accounts and enhance client relationships. Ideal candidates will have a strong compliance background, excellent communication skills, and the ability to thrive in a fast-paced environment. Responsibilities include managing client inquiries and documenting interactions. This role offers a hybrid work model after training and a competitive compensation package, including various benefits. #J-18808-Ljbffr