Financial Broker
Company: McNally Financial Services
Location: San Antonio
Posted on: November 17, 2024
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Job Description:
McNally Financial Services is seeking a talented Financial
Broker to join our team. This is a remote position based in San
Antonio, TX 78201. Job Responsibilities: Manage brokerage accounts
and provide financial advice Handle inbound inquiries and claims
Generate referrals and manage reimbursement processes Build and
maintain relationships with clients Job Requirements: FINRA Series
7 and or Series 65. Knowledge of regulations and compliance DEI
Statement: At McNally Financial Services, we are committed to
creating a diverse, equitable, and inclusive workplace. We believe
that diversity drives innovation and success, and we welcome
candidates from all backgrounds to apply. EEO Statement: McNally
Financial Services is an equal opportunity employer. We do not
discriminate on the basis of race, color, religion, gender, gender
identity or expression, sexual orientation, national origin,
genetics, disability, age, or veteran status. Employment Type: Full
Time Bonus/Commission: No
Keywords: McNally Financial Services, San Antonio , Financial Broker, Accounting, Auditing , San Antonio, Texas
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