Stock Plans Representative
2 days ago
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OnsiteFull-timeMid
Summary
Siebert Financial is seeking a Stock Plans Representative to join their team in Nashville, TN. The role involves providing support and education to employees participating in public company stock plans.
About the Role
As a Stock Plans Representative, you will serve as the primary point of contact for stock plan participants, delivering education and guidance on equity compensation. Your responsibilities will include providing frontline support via phone, email, and chat, assisting with account setup, guiding participants through trading transactions, and maintaining detailed records of interactions. You will also collaborate with brokerage partners to resolve inquiries and suggest process improvements to enhance the participant experience.
About You
Required:
- Active Series 7 and Series 63 licenses
- Strong understanding of equity compensation plans and brokerage operations
- Excellent communication and client service skills
- Detail-oriented with strong organizational and problem-solving abilities
- Comfortable in a fast-paced, client-centric environment
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Vision insurance
Siebert Financial
Defeating the odds since 1967. Siebert is a brokerage and wealth management firm with a history of Indomitability and Fearlessness. It started with the inspiring story of our founder, Muriel Siebert. Despite the odds, she battled her way to become the first woman to own a seat on the New York Stock Exchange. Today, Siebert is stronger than ever, and Muriel’s legacy lives on in our commitment to our clients: Financial Freedom for Everyone. Subsidiaries include Muriel Siebert & Co., LLC., Park Wilshire Companies, Siebert AdvisorNXT
Nashville, TN