Financial Case Advisor- Series 7 Professional
mindlanceDenver (CO)
About the role
Title: Financial Case Advisor (Series 7 Required)
Duration: 6 months (possible extension/ conversion)
Location: MN HybridKey Responsibilities:
Participate in low to moderately complex customer service initiatives and identify opportunities for process improvementsReview and analyze routine to moderately complex customer service issues requiring research and evaluationProvide timely and accurate support to clients regarding brokerage accounts and servicesPresent recommendations and solutions for resolving customer service challengesExercise independent judgment while adhering to company policies, procedures, and compliance standardsCollaborate with internal teams to enhance customer experience and operational efficiencyMaintain knowledge of financial products, brokerage services, and regulatory requirementsDocument customer interactions and ensure proper follow-up and resolutionRequired Qualifications: Minimum 2+ years of experience in Customer Service, Financial Services, or Contact Center environmentsActive Series 7 License (mandatory)“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”
Before you apply
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Your profile is current
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Two examples you can talk through
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A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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