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Private Profile

Registered Sales Assistant

Private Profile
Reston, Virginia, United States

Date Posted: 03/23/2010
Categories: Financial Services/Insurance
Job Type: Full-Time

Job Description:
Wealth management firm seeks experienced Registered Sales Assistant with 5+ years experience in the finance industry.

Job requirements:
- Series 7 required
- Insurance license preferred
- Excellent computer skills in utilizing various software packages including Microsoft Word and Excel.
- Skilled in effective verbal and written communications
- Have a satisfactory credit/background check which includes a review of credit history, criminal history, employment and
education verifications; securities registration and/or insurance licensing verification, if applicable.
- Have a satisfactory fingerprint card check
- Have all outside business activity reviewed to assure no conflicts of interest exist. All outside business activity must be
pre-approved by the branch manager.

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