EMPLOYMENT OPPORTUNITIES
Investment Representative - Syracuse -
Job Description:
- Meet with members and provide advice on products or services that improve their financial well being.
- Work with distribution leadership and the marketing area to identify and implement activities that will enhance the number of members that participate in a financial review.
- Provide a financial review for members referred by other distribution resources.
- Recommend and process business in accordance with SEFCU and NASD regulatory procedures/regulations.
- Stay abreast of market trends and satisfactorily complete all required courses to maintain series 6, 7, and/or other required designations.
Qualifications:
- Bachelors degree or 2 – 4 years of related experience
- NASD licenses with series 6, 7, 63 and CFP designation preferred.
- Strong verbal and written communication skills
U.S. Mail To:
SEFCU Human Resources
Patroon Creek Corporate Center
700 Patroon Creek Corporate Blvd.
Albany, NY 12206-1067
Equal Opportunity Employer
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