PA Licensed Investment Officer
VirtualVocationsSan Jose, California, United States1 day 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 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 • San Jose, California, United States
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