2027 Financial Advisor Development Program - Full-Time Analyst (OH)

What you’d do

This full-time analyst role involves supporting clients with brokerage accounts by handling order entry, money movement, and account maintenance in a call-center setting. The role requires obtaining FINRA licenses and assisting clients with retirement accounts. Found on the employer's careers page on Oct 23, 2026. Apply through the link.

You’ll need

• B.A., B.S., or 5th year M.A. or M.S. with graduation Dec 2026–Jun 2027
• Desire to obtain and pass FINRA SIE, Series 7 and 66 licenses
• Excellent customer service and interpersonal skills
• Work in a call-center environment
• Full-time schedule