Investment Consultant in Plano, TX at DISYS

Date Posted: 9/27/2018

Job Snapshot

Job Description

Investment Consultant - Seeking Licensed Investment Consultants that are upbeat, have high energy and perform with a team player attitude to perform various tasks including support for customers on an online investment segment where investors can buy stocks, options, mutual funds and exchange-traded funds. This will also include real-time tradings through many digital mediums. The Investment Consultant will use sales and service techniques to create lasting customer relationships, while utilizing multiple computer programs and account-specific information to provide tailored, end-to-end solutions for our valued customers.

Job Requirements

Basic Qualifications:

  • High School Diploma, GED, equivalent certification or military experience

  • Currently active FINRA Series 7 license

  • Currently active FINRA Series 63 license or Series 66

  • 2 years of Customer Service experience


  • Assist customers with making trades within internal platforms

  • Promote solutions that help our customers invest in a way that works for them based off of the customer’s specific situation and needs

  • Provide outstanding customer service in order to meet the needs of valued customers through call handling and email interaction

Digital Intelligence Systems, LLC. is an Equal Opportunity Employer, M/F/D/V. We do not discriminate against any employee or applicant because they inquired about, discussed, or disclosed compensation. Email recruitinghelp @ to contact us if you are an individual with a disability and require accommodation in the application process.