Investment Sales Assistant

VirtualVocations
Huntington Beach, California, United States
Part-time
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A company is looking for a Part-Time Investment Sales Assistant (Remote - WA, OR, ID, CA).Key ResponsibilitiesSupport Financial Advisors with sales and administrative activitiesManage compliance with regulatory standards and execute trades as necessaryMaintain the Customer Relationship Management (CRM) program for clientsRequired Qualifications, Training, and EducationHigh School Diploma required;

equivalent experience may be considered4 or more years of administrative experience in investment or financial servicesSeries 7 and Series 63 preferredInsurance license preferredKnowledge of federal and state laws and regulations related to investment services

9 days ago
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