The primary responsibility of the Bilingual Financial Services Representative is to deliver outstanding service and value to our clients that elevate trust and brand loyalty. Upon completion of the training program and obtaining the Series 7 and 63 licenses, Financial Representatives will be able to answer inbound calls and/or email regarding accounts, policies, services, and available products. They will be able to place equity, option, and mutual fund trades along with providing quotes and hold discussions around the equity markets, fixed income markets, international markets, and economic conditions. Trainee's will engage in meaningful dialogue unstated needs or financial goals that may be achieved by further utilizing company services, products or tools. Representatives will be able to work in a fast-paced and dynamic environment by assisting clients and delivering solutions-focused results.