As a Mortgage Broker, you will connect clients with mortgage solutions and drive business growth, reporting to Wealthsimpleβs Principal Broker. The ideal candidate will have a builder mindset, be detail-oriented, action-oriented, and proactive, continuously improving processes and controls while mitigating risk. This role requires managing time effectively and having the potential for growth within the company.
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This is an apprenticeship opportunity located in Hopewell, NJ. As a Financial Services Representative, you'll deliver exceptional client service in a phone-based environment, supporting account needs, and building client relationships at a Merrill Contact Center. This role offers training, coaching, and potential advancement into an Investment Specialist Trainee role.