A company is looking for an Outbound Associate to contribute to their investment advisory offering.Key ResponsibilitiesConduct outbound and inbound phone sales to generate interest in wealth management servicesInteract with Financial Advisors and prospective clients to schedule virtual meetingsTroubleshoot user issues with the Financial Dashboard and document interactions in CRM softwareRequired QualificationsKnowledge of investment products and servicesProven abilities to maintain regulatory-driven policies and proceduresPossess a clean U4 recordProven investment advisory sales skills, including proactive outbound calling effortsSeries 7, 63, 65, and 66 licensure is a plus
Outbound Associate - Investment Advisory
A company is looking for an Outbound Associate to contribute to their investment advisory offering. ...
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