Remote Client Advisor Financial Services
: Job Details :


Remote Client Advisor Financial Services

CXG Holdings

Location: Selden,NY, USA

Date: 2024-11-07T08:18:48Z

Job Description:

Benefits:

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Opportunity for advancement

Paid time off

Parental leave

Training & development

Vision insurance

We're currently seeking an additional Client Advisor to join our team. In this role, you'll be working with broker-dealer and prospective broker-dealer clients in identifying and providing solutions for business objectives. The ideal candidate will possess prior FINRA and sales experience. This role will report to our Director of Growth and Operations.

Compliance Exchange Group (CXG) is the market leader in providing a complete turn-key service for Broker Dealers including CMA / NMA services, buying, selling and building Broker Dealers. We are the architects charged with building successful firms for our clients. This includes principal outsourcing on all levels, including CCO, FINOP, CEO, and developing regulatory compliance systems to satisfy FINRA, SEC, state and federal regulators.

We love what we do and we're on a path for growth. Compliance Exchange Group is comprised of professionals that exhibit a passion for building and maintaining broker-dealers. We offer a fully remote work environment with a company culture that promotes personal and professional development as well as a healthy work-life balance. We provide an array of benefits including competitive compensation, flexible work schedules, PTO, 401(k) with employer contribution, performance-based bonuses, opportunities for growth and more!

This role offers a base annual salary of $35,000 - $45,000 plus sales based bonus.

This is a remote position.

Apply Now!

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