We are searching for a Licensed Securities Assistant for brokerage customer in State College, PA to assist the Senior Advisor
Securities Assistant
State College, PA 16801 US
Job Type: FULL TIME
Hours / Week: 40
Work Hours: 1st Shift
Pay Range: $60,000.00 to $80,000.00 USD ANNUALLY
No Overtime
✓ Health Insurance
✓ Dental Insurance
✓ Vision Insurance
✓ 401(k)
✓ Vacation
✓ Holidays
✓ Sick Leave
Job Description:
Assist the Senior Advisor with client meetings, paperwork, withdrawals, RMD's and Planning
Responsibilities:
- Assist the Senior Advisor with client meetings, paperwork, withdrawals, RMD's and Planning
- Develop client relationships
Education: No formal education required.
Experience: 24 months
- Have Series 6/63, 7, and, or 65 licensing
- - Be a highly detailed individual with great organizational skills
- - Be an excellent Excel user
- - Have a high level of customer service and relationship building skills
- - Have experience with Red tail or similar contact management system
- - Be extremely professional in all interactions
Related Experience: licensed securities, securities and insurance
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