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Financial Case Advisor - Active Series 7

📍 Location
Saint Louis County, Missouri
⏰ Job Type
Full-time
📅 Posted
May 16, 2026

About the Role


  • 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



  • Training will last 5 weeks and will be conducted fully in-office. Following training, contractors will transition to a hybrid schedule consisting of one week in-office and one week...

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