Financial Services Representative

Bethlehem, PA 18017

Posted: 03/19/2019 Employment Type: Full Time Job Category: Office & Professional Job Number: 0084 Pay Rate: $17.00/hr

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.

This long term opportunity could lead to perm hire.  Hours are full time, 8a-6p, Mon-Fri.  Pay is $17.00/hr.  Qualified candidates can apply by emailing a resume to jobs@alliedps.com

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