STIS Investment Assoc - Greensboro, NC
SunTrust - Greensboro, NC

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238827

Description

Supports one or more Financial Advisors, Private Financial Advisor,s or Private Wealth Advisors (Advisors). Assists customers with trades, requests for information, research, account problems etc. Works closely with Advisors to meet the needs and objectives of the customer. Works with less direction and handles more complex duties. May work with smaller accounts independently. May provide direction to junior Investment Associates.

Qualifications

Basic Qualifications

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Series 7 and 63 licenses. 4 years professional administrative experience, including 1 year of experience in the securities industry.

Preferred Qualifications

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Series 65 or 66 license. Life and Health Insurance license. 3 years experience in the financial services or securities industry.

Job

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Wealth & Investment Management

Primary Location

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NC-Greensboro-Friendly Center

Schedule

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Full-time

About this company
1,346 reviews
SunTrust Banks, Inc. (SunTrust) primarily operates as a financial services holding company. Through its principal banking subsidiary,...