Talent.com
PA Licensed Investment Officer
PA Licensed Investment OfficerVirtualVocations • Raleigh, North Carolina, United States
No longer accepting applications
PA Licensed Investment Officer

PA Licensed Investment Officer

VirtualVocations • Raleigh, North Carolina, United States
30+ 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 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

Create a job alert for this search

Investment Officer • Raleigh, North Carolina, United States

Related jobs
FINRA Licensed Investment Sales Executive

FINRA Licensed Investment Sales Executive

VirtualVocations • Raleigh, North Carolina, United States
Full-time
A company is looking for an Alternative Investment Sales Specialist Account Executive.Key Responsibilities Develop and implement a business plan to achieve sales and growth goals for alternative ...Show more
Last updated: 2 days ago • Promoted
Investment Compliance Specialist

Investment Compliance Specialist

VirtualVocations • Raleigh, North Carolina, United States
Full-time
A company is looking for an Investment Operations & Compliance Specialist to support compliance and operational activities in a remote role based in the Greater Tampa Bay Area.Key Responsibilities ...Show more
Last updated: 4 days ago • Promoted
California Licensed Transaction Director

California Licensed Transaction Director

VirtualVocations • Raleigh, North Carolina, United States
Full-time
A company is looking for a Director, Transaction Management.Key Responsibilities Manage day-to-day transaction activities and strategic initiatives for client accounts Lead client presentations ...Show more
Last updated: 1 day ago • Promoted
Licensed Associate Loan Officer

Licensed Associate Loan Officer

VirtualVocations • Raleigh, North Carolina, United States
Full-time
A company is looking for an Associate Loan Originator - Consumer Direct.Key Responsibilities Initiate contact and establish relationships with potential clients Overcome client objections and va...Show more
Last updated: 4 days ago • Promoted
Arizona Licensed Mortgage Loan Officer

Arizona Licensed Mortgage Loan Officer

VirtualVocations • Raleigh, North Carolina, United States
Full-time
A company is looking for an External Mortgage Loan Officer.Key Responsibilities Generate and cultivate a pipeline of mortgage loan opportunities through outreach and marketing Develop and mainta...Show more
Last updated: 23 days ago • Promoted
CPA Licensed Tax Director

CPA Licensed Tax Director

VirtualVocations • Raleigh, North Carolina, United States
Full-time
A company is looking for a Tax Director focused on Trust & Estate consulting services.Key Responsibilities Provide tax compliance and consulting services to Estate, Gift, and Trust clients Overs...Show more
Last updated: 30+ days ago • Promoted
California Licensed Finance Director

California Licensed Finance Director

VirtualVocations • Raleigh, North Carolina, United States
Full-time
Director, Finance and Assistant Corporate Controller.Key Responsibilities Oversee global accounting, reporting, and consolidation processes to ensure accurate financial results Serve as a strate...Show more
Last updated: 30+ days ago • Promoted
FINRA Licensed Financial Consultant

FINRA Licensed Financial Consultant

VirtualVocations • Raleigh, North Carolina, United States
Full-time
A company is looking for a Financial Consultant to join their Retirement Plan Advisory Team (RPAT).Key Responsibilities Provide over-the-phone guidance to customers regarding their employer-spons...Show more
Last updated: 30+ days ago • Promoted
Pennsylvania Licensed Title Examiner

Pennsylvania Licensed Title Examiner

VirtualVocations • Raleigh, North Carolina, United States
Full-time
A company is looking for a Title Examiner who will be responsible for examining titles to determine the legal condition of primarily residential property titles. Key Responsibilities Perform title...Show more
Last updated: 30+ days ago • Promoted
ALTA Reconciliation Specialist

ALTA Reconciliation Specialist

VirtualVocations • Raleigh, North Carolina, United States
Full-time
A company is looking for an ALTA Reconciliation Specialist.Key Responsibilities Track ALTA pipeline to balance final Closing Disclosures per Escrow State Compliance Standards Create and manage f...Show more
Last updated: 5 days ago • Promoted
Massachusetts Licensed Settlement Officer

Massachusetts Licensed Settlement Officer

VirtualVocations • Raleigh, North Carolina, United States
Full-time
A company is looking for a Commercial Settlement Officer to manage settlement processes in a remote setting.Key Responsibilities Create and send settlement statements, managing correspondence and...Show more
Last updated: 1 day ago • Promoted
Senior Accountant - CA Licensed

Senior Accountant - CA Licensed

VirtualVocations • Raleigh, North Carolina, United States
Full-time
A company is looking for a Client Accounting & Advisory Senior - CAAS.Key Responsibilities Coordinate service activities and oversee staff accountants Manage day-to-day accounting services, incl...Show more
Last updated: 19 days ago • Promoted
CPA Licensed SEC Reporting Director

CPA Licensed SEC Reporting Director

VirtualVocations • Raleigh, North Carolina, United States
Full-time
A company is looking for a Director of SEC Reporting & Compliance.Key Responsibilities Direct a team to prepare quarterly and annual reports in accordance with GAAP and support statutory reportin...Show more
Last updated: 1 day ago • Promoted
CPA Licensed Wealth Transition Manager

CPA Licensed Wealth Transition Manager

VirtualVocations • Raleigh, North Carolina, United States
Full-time
A company is looking for a Wealth Transition Services Senior Manager - Estate & GST Reviewer.Key Responsibilities Review United States Estate and Generation-Skipping Transfer Tax Returns and stat...Show more
Last updated: 30+ days ago • Promoted
Georgia Licensed Financial Crimes Officer

Georgia Licensed Financial Crimes Officer

VirtualVocations • Raleigh, North Carolina, United States
Full-time
A company is looking for a Financial Crimes Officer.Key Responsibilities Manage the MALPB's AML / BSA and Financial Crimes compliance program, ensuring adherence to regulatory requirements and best...Show more
Last updated: 19 hours ago • Promoted • New!
Illinois Licensed Alternative Investment Executive

Illinois Licensed Alternative Investment Executive

VirtualVocations • Raleigh, North Carolina, United States
Full-time
A company is looking for an Alternative Investment Sales Specialist Account Executive.Key Responsibilities Develop and implement a business plan to achieve sales goals for alternative investments...Show more
Last updated: 2 days ago • Promoted
Investment Adviser Compliance Officer

Investment Adviser Compliance Officer

VirtualVocations • Raleigh, North Carolina, United States
Full-time
A company is looking for an AVP of Investment Adviser Compliance.Key Responsibilities Oversee personal trading management and ensure adherence to internal policies Monitor employee electronic co...Show more
Last updated: 4 days ago • Promoted
Pennsylvania Licensed Tax Professional

Pennsylvania Licensed Tax Professional

VirtualVocations • Raleigh, North Carolina, United States
Full-time
A company is looking for an Experienced Tax Professional - Remote.Key Responsibilities Conduct tax interviews with clients and support do-it-yourself online tax clients through virtual tools Gen...Show more
Last updated: 30+ days ago • Promoted