Growing broker dealer firm in San Diego, CA (Carmel Valley Area) seeks a New Accounts Coordinator with an active Series 7. In this role, you will:
- Perform review of new accounts and account updates
- Review all new account transferring assets
- Generate various transaction reports monthly and quarterly
- Participate in Supervisory Principal Associate Training
Required Qualifications
- Series 7
- Series 24 or attained within 6 months of hire
- Two years of financial industry experience
- Independent Broker Dealer experience preferred
- College degree preferred