Investment assistant

Citizens

Richboro, PA

DescriptionIf 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... More Detail

Apply Now

Similar Jobs

Companies Hiring in Richboro, Pennsylvania

Brookdale

KinderCare Education

Northampton Township

Supplemental Health Care

GameStop

HumanGood

IntelyCare

IntelyCare

PetSmart

The GIANT Company

Taco Bell

Ajulia Executive Search

McDonald's

IntelyCare

IntelyCare

Sodexo

Sherwin-Williams

CVS Health

ACME Markets

7-ELEVEN