Offer summary
Qualifications:
Bachelor’s degree in a business field or equivalent professional experience, FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 at time of hire, One year of experience in the financial services industry, Basic knowledge of financial products (related to assigned specialty area), Proficiency using MS Office.
Key responsabilities:
- Learn all products in assigned specialty area
- Explain product options and make recommendations
- Identify multi-product needs and connect customers
- Work with relationship managers and fulfillment analysts to initiate product requests