Citizens Investment Assistant II - Licensed

Citizens

Millbourne, PA

Description If you’re passionate about a career in Wealth Management, Citizens Securities, Inc
is hiring for the Investment Assistant II role
Citizens Securities, Inc
is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals, while growing market shares in the states in which we currently operate
In this position you will receive training materials, coaching, and dedicated time and support to successfully pass your Series 7 and 66 exams
The Investment Assistant II works closely with the assigned Financial Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly responding to all client service requests, client appointment scheduling and preparation, and audit preparation while adhering to all FINRA, CCOIS, CFG and state securities regulations on a daily basis
You are responsible for the new account opening process, while maintaining the highest... More Detail

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