Investment Sales & Client Growth Associate
Beacon Bank
The Investment Sales Associate at Beacon Bank & Trust supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships in Providence, RI. The role requires a Bachelor’s degree, 2+ years of customer-facing financial experience, and active securities and insurance licenses. You will prepare materials, meet clients, and identify cross-sell opportunities while staying current on market trends and compliance. #J-18808-Ljbffr Beacon Bank
Vacancy posted 1 day ago
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