About this role
An entry-level role in investment management focused on building a sales pipeline and supporting distributor and advisor engagement while receiving paid industry training. The position is designed for quick learners who will develop product and market knowledge over time and grow into expanded responsibilities. Employees work collaboratively within a team-oriented culture that emphasizes professional development and client service.
Required Skills
- Sales
- Client Engagement
- Product Knowledge
- Portfolio Construction
- Scheduling
- Communication
- Analytical Skills
- Problem Resolution
- Relationship Management
- Organization
Qualifications
- Bachelor's Degree
- FINRA Series 7
- FINRA Series 63
- Securities Industry Essentials (SIE)
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