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Financial Case Advisor - Active Series 7 License

Company

Mindlance

Location

Saint Louis County, Missouri, United States

Posted

May 05, 2026

Position Overview

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...

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