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
