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PA Licensed Investment Officer

10/4/2025

Remote

Job Summary

A company is looking for an IBD Investment Officer responsible for selling investment securities to institutional clients.

Key Responsibilities
  • Sell investment securities to assigned correspondent bank or non-bank institutional clients
  • Partner with the sales team to expand existing customer relationships
  • Support business development efforts through various outreach methods, including phone calls and presentations
Required Qualifications
  • Bachelor's Degree in a relevant field or four additional years of relevant work experience
  • NASD Series 7 & 63, or MSRB 52 certification

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