REMOTEPosted a month ago

Job summary

• Job overview

  The Financial Services Specialist role at PRi involves consulting clients on financial products and providing personalized financial planning and investment advice to help clients achieve their financial goals.

• Responsibilities and impact

  The job requires client consultation, staying informed about financial products, developing financial plans, providing investment advice (requiring Series 6 license), ensuring compliance, market analysis, customer service, and sales of financial products.

• Experience and skills

  Candidates must have a Series 6 license for investment advice; certifications like CFT or other relevant licenses are preferred. Experience in customer service is also noted.

• Job location and travel

  This is a work-from-home position.

Company overview

PRI, or Public Radio International, is a media company that produces and distributes content across various platforms, focusing on global news and cultural programming. They generate revenue through a combination of sponsorships, partnerships, and listener contributions. Founded in 1983, PRI has played a significant role in bringing diverse perspectives to American audiences, often collaborating with other public media organizations like NPR and the BBC. Their mission is to provide insightful journalism that connects people with the wider world, making them a key player in public media.

How to land this job

• Tailor your resume to highlight your expertise in financial consultation, knowledge of diverse financial products, and your ability to develop personalized financial plans that align with client goals and risk tolerance.

• Emphasize your Series 6 license and any relevant certifications like CFT, showcasing your qualification to provide investment advice and your understanding of compliance with financial regulations.

• Apply through multiple platforms including PRi's official corporate career site and LinkedIn to maximize your application visibility and ensure your resume reaches the right recruiters.

• Connect with current Financial Services Specialists or recruitment team members at PRi on LinkedIn; start conversations by referencing recent financial market trends or asking about the team culture and client engagement strategies.

• Optimize your resume for ATS by incorporating keywords such as 'financial planning,' 'investment advice,' 'Series 6 license,' 'compliance,' and 'customer service' to pass automated screenings effectively.

• Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple job posting locations, and find LinkedIn contacts for networking, allowing you to focus more on preparing for interviews and professional development.