State Licensed Investment Officer

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 sales team to expand existing customer relationships and execute product strategy
• Support business development through various outreach methods, including phone calls, presentations, and referrals

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 required