💼 Investment Executive
- Company
- Cetera Investment Services LLC
- Location
- Saginaw, MI
- Date posted
- 2025-01-13
- Job Type
- None
- Industry
- Sales
- Description
- Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Investment Executive is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Investment Executive assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Investment...See full description
- Important Skills Hard skillsSoft Skills
- Inventory Management Data Entry Attention to Detail Organizational Skills Customer Service Basic Math Skills Basic Computer Skills Communication Time Management Teamwork
- Discover tailored job recommendations at PromptYourJob™ © by easily uploading your resume without the need to signup. No Resume? Try our innovative search functionality powered by AI. Click the button below to find the best job matches for you.
