Securities Associate - OH Licensed
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Job Summary
To support a growing practice, the full-time Securities Associate - OH Licensed will provide financial and non-financial support focused on securities products, collaborating with Financial Advisors to develop business and marketing plans while working onsite or remotely within a 4-hour driving radius of the Napoleon office.
Key responsibilities
- Assist Financial Advisors in prospecting, marketing, and preparing proposals for securities clients
- Conduct research and gather information to make suitable securities product recommendations
- Facilitate seminars and workshops on securities products while maintaining high customer satisfaction
Required qualifications
- Must be securities registered (Series 7 & 66 or 6 & 63) in all applicable states
- Previous administrative or secretarial experience is desired
- Demonstrated customer service experience, preferably 2+ years
- Ability to handle multiple tasks and maintain confidentiality of sensitive information
- Basic understanding of Endeavor Financial Group and its products and services
Complete Job Description
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