Brokerage New Accounts Specialist (Series 7)
Doug Markworth - State Farm Agent
Growing broker dealer firm in San Diego, CA (Carmel Valley Area) seeks a New Accounts Coordinator with an active Series 7. In this role, you will: Perform review of new accounts and account updates Review all new account transferring assets Generate various transaction reports monthly and quarterly Participate in Supervisory Principal Associate Training Required Qualifications Series 7 Series 24 or attained within 6 months of hire Two years of financial industry experience Independent Broker Dealer experience preferred College degree preferred If this sounds like you and you want to join this amazing firm, please apply today for immediate consideration. #J-18808-Ljbffr Doug Markworth - State Farm Agent
Vacancy posted 3 days ago
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