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Investment Representative (136498) in Addison, TX at Strategic Staffing Solutions

Date Posted: 3/18/2019

Job Snapshot

  • Employee Type:
  • Location:
    Addison, TX
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

JobID: 136498


 Strategic Staffing Solutions is currently searching for an Investment Representative in Addison, TX!

Location of work: Addison, TX
Duration: Until the end of the year

Rate: Negotiable - DOE
This position is not eligible for visa sponsorship


• Receives service requests for mutual fund, brokerage or college savings plan products from members through various member contact channels.

• Fulfills the member's request through appropriate channel.

• Applies foundational relationship building and referral skills by seeking opportunities to build, deepen, and retain the member relationship through multi-company products or services.

• Asks questions to discover key information and life events and to understand the member’s need, and documents relevant information.

• Recognizes verbal and/or written cues and potential opportunities to meet member needs through a product or service.

• Encourages member to take action to address needs and opportunities.

• Supports enterprise business goals through the achievement of individual referral and product acquisition goals.


  • Hold active Finra Series 6 OR 7 & Series 63 OR 66 licenses.
  • Money movement – 1 year
  • Investment transactions and servicing – 1 year
  • Account security and fraud – 1 year
  • Experience with Microsoft Windows (Word, Excel, PowerPoint, Outlook)
  • Investment transaction software experience
  • Phone experience with customers

About us:

Strategic Staffing Solutions (S3) is an international, woman-owned, $260 million IT and business services corporation based in Detroit.  With a composite average annual growth rate of 21%, S3 is fiscally sound and debt free.  It is ranked 16th among the largest staffing firms in the US by Staffing Industry Report and is one of five companies nationally certified as a Charter Partner with Staffing Industry Analysts.  S3 is also ranked as the sixth largest diversity staffing firm in the US by Staffing Industry Analysts.  S3 provides IT consulting, customized project solutions, vendor management programs and an executive search service to financial institutions, insurance, energy companies, oil/gas, telecommunications, government agencies and retail and health care industries worldwide. It has more than 2,700 consultants and 31 offices in the U.S. and Europe.

Keywords:  wealth manager, portfolio specialist, mutual funds,  IRA, broker, financial analyst, financial advisor, Finra, Series 6, Series 7, Series 63, Series 66, Investment Representative