Investment Broker
On-site · Mitchell, South Dakota, United States
Mitchell, South Dakota, United StatesOn-siteFull TimeMid LevelBachelors DegreeSmall
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Small
Job Summary
Investment Broker responsible for proactive development of value-added relationships with new and existing customers, understanding financial needs, and offering tailored solutions. Will manage office operations and procedures for the Investment Services office in a lead role and coordinate marketing/sales efforts with Registered Representatives, the marketing department, and marketing services.
Required Qualifications
- Bachelor's Degree or equivalent experience
- 5+ years' experience in brokerage industry
- Maintain Series 6 or 7 and Series 66 licenses
- Industry recognized professional certification(s) and/or certificates
- Paraplanner designation preferred (not required)
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