Financial Case Advisor - Active Series 7
Location
Saint Louis County, Missouri
Job Type
Full-time
Category
other-general
Posted
May 16, 2026
- Preferred qualifications:
- A minimum of one year of brokerage client support experience
- Client interaction experience, as Case Advisors will communicate directly with clients regarding complaints
- Strong organizational and technical skills are required.
- Case Advisors manage inventory using a Microsoft Excel tracker. (Having the candidate provide information about how they ve managed inventory and/or remained organized is helpful.)
- Ability to efficiently navigate multiple systems at a time
- Training will last 5 weeks and will be conducted fully in-office. Following training, contractors will transition to a hybrid schedule consisting of one week in-office and one week...