Financial Broker
: Job Details :

McNally Financial Services is seeking a talented Financial Broker to join our team. This is a remote position based in San Antonio, TX 78201. Job Responsibilities: Manage brokerage accounts and provide financial advice Handle inbound inquiries and claims Generate referrals and manage reimbursement processes Build and maintain relationships with clients Job Requirements: FINRA Series 7 and or Series 65. Knowledge of regulations and compliance DEI Statement: At McNally Financial Services, we are committed to creating a diverse, equitable, and inclusive workplace. We believe that diversity drives innovation and success, and we welcome candidates from all backgrounds to apply. EEO Statement: McNally Financial Services is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Employment Type: Full Time Bonus/Commission: No