State Licensed Investment OfficerVirtualVocations • Fremont, California, United States

No longer accepting applications

State Licensed Investment Officer

VirtualVocations • Fremont, California, United States

14 days ago

Job type

Full-time

Job description

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 sales team to expand existing customer relationships and execute product strategy

Support business development through various outreach methods, including phone calls, presentations, and referrals

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 required

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Investment Officer • Fremont, California, United States

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