FOLIOfn Jobs in Arlington
FOLIO Investing is seeking a Series 7 Licensed Institutional Client Services Representative to join our world-class customer service department. Responsibilities: Provide member service and support to Folio’s Registered Investment Advisors and retail clients Adhere to compliance/risk procedures and exhibit detailed attention to disclosure policies by maintaining focus on clients' best interests...
Folio Investing provides a powerful platform for diversified investing and portfolio management, with significant customization, tax and cost management benefits. We enable you to combine the benefits of mutual fund investing and the benefits of owning individual stocks, with no minimums. Folio Investing services are offered by FOLIOfn Investments, Inc., a self-clearing broker dealer launched in ...
Lead the ideation, definition, design and launch of innovative next generation products for retail investors and the professionals who serve them. Specify requirements for current and future products by conducting market research and through on-going interaction with both customers and non-customers to understand their problems and identify the best opportunities Work with project management and ...
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