PA Licensed Investment OfficerVirtualVocations • Fort Collins, Colorado, United States
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PA Licensed Investment Officer
VirtualVocations • Fort Collins, Colorado, 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 • Fort Collins, Colorado, United States
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