Account Executive - Remote

Join Our Team

We're looking for motivated Account Executives to work remotely and build our client base across the western region.

What You'll Do

• Prospect and onboard new clients
• Provide exceptional customer service
• Execute trades and manage client portfolios
• Stay current on market trends

What We're Looking For

• Series 3 license or ability to obtain
• 2+ years in financial services
• Self-motivated and results-driven
• Strong communication and sales skills