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🥝 Financial Case Advisor - Active Series 7 License
Mindlance | Saint Louis County, Missouri, United States | Posted May 05, 2026
Job Description
Preferred qualifications:
- A minimum of one year of brokerage client support experience
- Client interaction experience, as Case Advisors will communicate directly with clients regarding complaints
- Strong organizational and technical skills are required.
- Case Advisors manage inventory using a Microsoft Excel tracker. (Having the candidate provide information about how they ve managed inventory and/or remained organized is helpful.
- Ability to efficiently navigate multiple systems at a time
- STAR format interview answers, with specific scenario examples
- Ensure candidate is clearly visible on interview vid...