Investment Specialist

Locations:
Waltham, MA – Providence, RI – Charlotte, NC

In a call center setting, reactive sales staff are responsible for executing and confirming securities transactions initiated by retail clients and providing assistance to clients on request. Associates provide limited research and counseling services on limited products but do not develop client relationships.

May follow up on client contacts to close the sale of investment products. Provides research and counseling services on limited products but do not develop client relationships.

Required Skills:

• Active Series 7 and 63 or 66 license
  
• Minimum of one year of employment in the investment/brokerage services
  
• Ability to pass an extensive background check
  
• A passion for Service
  
• A commitment to Integrity