Job Description

IF YOUR NOT IN UTAH , YOU WILL BE REJECTED !

Series 7 & 63 Study Class (Customer Service Specialist)

Bullhorn ID#:966342

# of positions: 10

Address:

5201 Amelia Earhart Dr, Salt Lake City, UT 84116 (Expect to be 100% onsite during the contract. Once converted to a perm employee it will move to a hybrid schedule.)

Pay Rate: $19/hr while on contract. Candidates that are converted to perm should expect a base salary of around $54K-$58K.

Spread: $5.55 each ($55.50 total)

Start Date: Orientation begins Thursday 7/10/25

Position Type/Duration of Assignment: 3-4 months contract to perm

Hours/Schedule(if training schedule include here)

Training shift: M-F, 8am-5pm

Regular shift after training: M-F, 7am-8pm (8 hour shift, need to be flexible, will also work some holidays)

Manager Name: Brianna McGrue

When will manager interview:

Hire Off Resume

Interview Process(HOR, phone, personal etc): HOR

What are the 3-5 most important things you are looking for in a qualified candidate? (* denotes must haves-will not look at without)

· Must have a minimum Bachelor’s degree in Finance, Economics, or Business focused degree. Will also consider business-minded and analytical professionals with a strong customer service background.

· Excellent verbal, written, and interpersonal communication skills

· Strong analytical skills with extremely high attention to detail and accuracy

· Strong and accurate data entry skills

· Strong organizational, multi-task, and prioritizing skills

Job Description:

• Selected candidates will be paid while studying to achieve their SIE, Series 7, and Series 63 over a period of 12 weeks.
• Training materials and licensing expenses will be paid at no cost to selected candidates.
• Candidates need the capability to explain complex concepts in a digestible manner
• As to be expected, excellent communication and interpersonal skills are a must for these positions.
• Successful candidates will also have a strong drive to succeed and a passion for helping people.

Passing the tests to receive the Series 7 and Series 63 licensing will be necessary to continue the training and have the ability to be hired on permanently.

• The Trader role will have a focus on connecting with clients and helping them transition to the more modern digital platform of handling their portfolios online with the advisor’s assistance, where the Trader will be able to help them to achieve their financial goals and answer questions they may have
• The Trader will be answering calls from clients and Financial Advisors that are requiring assistance with their client inquiries.
• From conversations with the client, the Trader will review existing portfolio holdings with the client and educating them on different investment platforms, recommending portfolio changes, and over all trying to align investment objectives with client financial goals.

Ongoing skill and knowledge development sessions will continue to be provided to gain a deeper understanding of the role, different investment products, and the financial industry as a whole. The Trader will be able to utilize your management team, site coaches, learning & development partners, and external product vendors to grow and develop professionally.

• After passing the tests is when successful candidates will be considered for internal positions – there will of course be an internal interview as well.

Candidates that are converted to perm should expect a base salary of around $54K-$58K.

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