State Licensed Investment Officer
VirtualVocationsSan Francisco, California, United States16 hours 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 • San Francisco, California, United States
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