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Client Engagement Center Associate #8909
Client Engagement Center Associate *This role will start in Mid-June 2024* POSITION SPECIFICATIONS: Bachelor’s degree required; SIE (Securities Industry Essential’s exam) preferred One year of work experience in the financial services industry or sales related field preferred Knowledge of quantitative mutual fund investment techniques and terminology preferred Must possess or immediately obtain FINRA SIE, Series 7 & 66 (or equivalent) licensing MAJOR DUTIES: Participate in the 15-week paid training program to obtain FINRA licenses and to develop sales skills, product, system and industry knowledge. Work in partner
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