Broker Dealer Account Services – Relationship Consultant: Anywhere Pacific/MT Time
February 13, 2024 by Virtual Career Fair
At OneAmerica, we deliver on promises when customers need us most. We believe the best way to serve our customers is to know that every individual, employee, family and business we work with has unique personal and financial goals. We keep our promises, so we can help them achieve their goals and realize their definition of financial success.
Job Summary
This role is responsible for ensuring timely and accurate service to OneAmerica Securities house managed accounts. This position is in our OneAmerica Securities group and will focus on building relationships with our clients, investment vendors, and OneAmerica associates. In this role you are in a position to strengthen and retain our clients on a daily basis to continue to service their investment accounts.
This role is designated as a remote position. Ideally, we would like a candidate supporting pacific and mountain time zone.
Click HERE to view the job posting
In this position you will have the opportunity to:
- Providing assistance and support to clients regarding their investment account.
- Submitting service request for distributions and other service requests.
- Resolving any issues that might arise to complete the processing request.
- Work with brokerage and advisory vendor for account service.
- Work with OA Concierge team for proper client onboarding and maintenance.
Job Requirements
Education and/or Certifications
- Bachelor’s Degree preferred or equivalent experience
- FINRA Series 7 and 65/66 is required
Required Work Experience
- 3-5 years experience in the financial service or insurance industry.
- Or any combination of education and experience which would provide an equivalent background
Salary Band: 06A
If you are offered and accept this position, please be advised that OneAmerica does not have any offices located in the State of New York and OneAmerica associates are not permitted to work remotely in the State of New York.
Disclaimer: OneAmerica is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.
For all positions:
Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.
To learn more about our products, services, and the companies of OneAmerica, visit oneamerica.com/companies.
If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must timely obtain the required licenses. Additionally, prior to moving into this licensed role, you must complete a Form U4 and you will be asked to provide authorization for OneAmerica to conduct a full background check, including criminal, employment/education history, credit and public records search in accordance with the FINRA regulations.
