Technical Writer

This range is provided by Mindlance. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$32.00 / hr - $34.00 / hr

Job Title : Financial Advisor (Escalations & Client Services)

Location : St. Louis, MO

Duration : 6+ Months Contract with possibility of extension / conversion

Licenses Required : Active Series 7

Job Responsibilities

• Handle client escalations and provide accurate resolution to inquiries.
• Ensure compliance with firm policies, procedures, and regulatory requirements in all client interactions.
• Build and maintain strong client relationships by providing personalized financial guidance and solutions.
• Assess client needs, financial goals, and risk tolerance to recommend suitable investment and financial strategies.
• Present recommendations to resolve moderately complex financial situations while exercising sound judgment.
• Educate clients on investment options, retirement planning, and wealth management strategies.
• Serve as a trusted advisor and advocate, delivering an exceptional client experience.

Required Qualifications

EEO : Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority / Gender / Disability / Religion / LGBTQI / Age / Veterans.

Seniority level

Mid-Senior level

Employment type

Contract

Job function

Analyst and Administrative

Industries : Investment Banking, Banking, and Financial Services

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