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PA Licensed Investment Officer

PA Licensed Investment Officer

VirtualVocationsMontgomery, Alabama, United States
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A company is looking for an IBD Investment Officer responsible for selling investment securities to institutional clients.

Key Responsibilities

Sell investment securities to assigned correspondent bank or non-bank institutional clients

Partner with the sales team to expand existing customer relationships

Support business development efforts through various outreach methods, including phone calls and presentations

Required Qualifications

Bachelor's Degree in a relevant field or four additional years of relevant work experience

NASD Series 7 & 63, or MSRB 52 certification

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Investment Officer • Montgomery, Alabama, United States

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