The opportunity
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades.
What you'll do
CXR Pathway Program Outline
Introduction to Licensing (with paid study time)
Foundational Training & Proficiency
Completion of Licensing
Registered Representative Training & Proficiency
Team Alignment & Production, which will include the following:
What they're looking for
- Delivering an outstanding customer experience for customers through chat, email, and phone channels
- Driving continuous improvement to delight customers by acting as the voice of: the customer by identifying and communicating improved ways to serve our customers
- Growing your financial services expertise as you develop proficiency in a range financial concepts
