Retail Sales Associate I - Registered Financial Products Jobs

The Retail Sales Associate I - Registered Financial Products utilize cross sell, telemarketing, and/or internal referrals for additional product offerings to expand the portfolio and the client's relationship. Uses customer database to generate additional business opportunities with existing clients. Being a Retail Sales Associate I - Registered Financial Products may provides additional clerical or sales support for one or more Registered Representatives. Opens new accounts, processes orders for existing clients, and answers questions regarding the organization's products and services. In add ... ition, Retail Sales Associate I - Registered Financial Products has a solid knowledge and understanding of the firm's product offerings. May require a bachelor's degree. Typically reports to a supervisor or manager. Requires NASD series 7 and 63 licenses. Being a Retail Sales Associate I - Registered Financial Products works on projects/matters of limited complexity in a support role. Work is closely managed. Working as a Retail Sales Associate I - Registered Financial Products typically requires 0-2 years of related experience. More
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