Overview
Wealth Management Advisor Jobs in St. Louis, USA at Mindlance
Location: St. Louis
Duration: 6+ Months (Possibility of Extension/Conversion)
Location:
St Louis, MO (Hybrid)
Summary
We are looking for professionals with brokerage operations, complaint resolution, or client support experience to join a fast-paced financial services team.
Key Responsibilities
- Handle escalated FINRA and brokerage-related complaints
- Research, investigate, and resolve complex client issues
- Draft professional written responses and resolutions for clients
- Review account activity, transactions, and service interactions
- Partner with internal teams to ensure timely complaint resolution
- Maintain compliance with FINRA regulations and internal policies
Required Qualifications
- Active FINRA Series 7 License
- Experience in brokerage operations, complaint handling, compliance, or client support
- Strong analytical, communication, and problem-solving skills
EEO
Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.
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Title: Wealth Management Advisor
Company: Mindlance
Location: St. Louis, USA
Category: