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.
Provide technical support and expertise in financial data collection and analysis, scenario evaluation, and financial solution development to facilitate the design of launch-ready labor migration programs from Latin America to Spain; map costs, risks, and dynamics across different contexts, and assess stakeholder willingness to absorb these costs and risks.