About this role
Account Manager at Halo Investing. Location: Chicago, Illinois, United States. Role: managing relationships, generating leads, updating CRM Requirements: Bachelor's degree or 4 years related experience; 1-2 years financial sales experience; must obtain SIE, Series 7 and Series 66/63 within 4 months; strong interpersonal, analytical, and product knowledge skills. Category: Sales Seniority: Entry Level Tools: CRM Certifications: sie, series 7, series 66, series 63 Commitment: Full Time Workplace: Onsite Languages: English