Sales Representative at Stephens Inc.

ESSENTIAL DUTIES AND RESPONSIBILITIES 

• Thoroughly understand the client’s investment styles and objectives and have the ability to accurately match our investment ideas with client’s objectives.
• Continually review and maintain knowledge of the client’s current holdings.
• Maintain knowledge of the firm's research product and understands all relevant information.
• Interact with research analysts in the client service process.
• Continue to learn the products at a higher level.
• Research and resolve problems.
• Write and verbally deliver concise summaries of our research for utilization by the team.
• Maintain a thorough understanding of the financial markets.
• Develop and maintains institutional client relationships.
• Understand and embrace the Stephens compliance policies.
• Continually maintain professional conduct.
• Assist the Equity Sales team in performing with clerical or other tasks needed.
• Perform any other related duties as required or assigned.

EDUCATION AND/OR EXPERIENCE                              

• Bachelor's degree in a related field.
• 6+ months of related experience and/or training.
• Equivalent combination of education and experience.

CERTIFICATIONS, LICENSES, AND REGISTRATIONS  

• Series 7 – General Securities Representative.
• Series 63 - State Law Exam.

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