Platzhalter Bild

Sales Representative en Stephens Inc.

Stephens Inc. · Chicago, Estados Unidos De América · Onsite

Solicitar ahora

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.

 

#LI-DNI 

Solicitar ahora

Otros empleos