EmpowerHiring

Premier Brokerage Associate

  • Remote, worldwide
  • Mid-level
  • Posted 11 days ago
Apply with Keywordise AI

or apply from Claude / ChatGPT / Muse

In one line

Phone-based brokerage support role for retail investors, handling trades and account requests on inbound calls; remote, with a fixed weekday shift set by time zone.

About the role

Sits on a high-volume inbound line where clients bring trading questions and account needs. Success means accurate answers, clear explanations and follow-up that keeps people informed.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, worldwide
Seniority
Mid-level
Working hours
Eastern, Central or Mountain shift depending on location
Skills
FINRA Series 7, Equities, Options, Fixed Income
Visa
No sponsorship
Posted
10 Oct 2026
Last checked
18 Oct 2026

What you will do

  • Take inbound calls from retail clients and explain brokerage topics in plain terms
  • Handle trades in equities, ETFs, mutual funds, options and fixed income
  • Open accounts, move assets and keep accounts maintained
  • Own each request through to an accurate answer and a proactive follow-up
  • Spot chances to pass clients to the retirement advisory group
  • Apply rules on corporate actions, exchange rules, suitability and taxes

What they look for

  • Active FINRA Series 7 and Series 63
  • Fingerprinting through FINRA
  • Two or more years in customer service, ideally in financial services or a busy call centre
  • Working knowledge of equity trading, fixed income and options

A typical week

  • Calls arrive back to back through a weekday shift that starts late morning and ends in the evening on Eastern time
  • Trades, account openings and asset transfers fill most of the queue
  • Questions on retirement accounts and market conditions come up often
  • Notes and follow-ups get logged between calls

How Keywordise applies for you

  1. 1Upload your CVAdd your CV once. It takes about a minute.
  2. 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
  3. 3The form fills itselfName, email, experience and screening questions, field by field.
  4. 4Application sentYou get a receipt and follow it in your dashboard.

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Apply from your AI assistant

Connect Keywordise to your assistant once, then send it the prompt. It applies for you.

ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

  1. In Claude, open Settings, then Connectors, and choose Add custom connector.
  2. Name it Keywordise and paste the connector URL.
  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

ChatGPT

  1. In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
  2. Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
  3. Log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

Muse

  1. Open Muse (muse.ai or the app) and send it the message below.
  2. If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
  3. Send the prompt. Muse asks before it sends anything.
Message for Muse
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.

Muse is available in the US only for now.

Prompt
Apply to Keywordise job twaqtuoeid
How to connect

Questions about this job

Is this a remote job, and where can I work from?

The posting lists it as remote with no single country named, so candidates from different countries can apply. On hours, the posting says: Eastern, Central or Mountain shift depending on location.

What does this job pay?

No pay range is stated in the posting.

What experience is needed?

It is a mid-level role. The posting asks for: active FINRA Series 7 and Series 63; fingerprinting through FINRA; two or more years in customer service, ideally in financial services or a busy call centre. Skills it names include FINRA Series 7, Equities, Options, Fixed Income.

How do I apply with Keywordise AI?

Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.

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