Investment Associate

606 views since posting on Thursday, March 20, 2008
Type: Full Time
The core functions of this role will actively be involved in supporting the financial advisor(s) in the sales and service of investment, fiduciary, banking and insurance products. position will be accountable for assisting in the achievement of designated sales revenue goals as determined by suntrust investment services group's sales management. this is accomplished through customer contact, relationship building, ongoing development of sales, financial planning, referral source management, technical and interpersonal skills. additionally, position will be responsible for thorough research and resolution of client inquiries.

minimum requirements:
- bachelor's degree
- nasd series 7, 63
- knowledge of investments, insurance, trusts, bank products, financial planning and use of financial planning tools
- Experience 2-5 Years Experience


For details, please find job posting:
www.investmentbankcareer.com/iba....php

Posted by Anonymous

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