Bethlehem, PA 18017 Bethlehem, PA 18017
As a Financial Services Rep you will answer inbound calls regarding financial accounts and investments - mutual funds, variable annuities, stocks, bonds, IRAs, 529s, and qualified plans. Calls may also involve activities related to distributions, asset transfers, stock transfers, and dealer changes. Some email correspondence will also occur.
The ideal candidate for this opening will have experience in the financial services industry; others will be considered. A degree is strongly preferred. Current licensing is needed - if not currently held, a Series 7 and 63 will need to be earned after 6 months. Proficiency in MS Office is needed.
752 Union Boulevard
Allentown, PA 18109
Phone: (610) 821-0220
91 Larry Holmes Drive,
Easton, PA 18042
Phone: (610) 253-9779