About this role
Securities Investment Advisor at RF. Location: Nassau, New Providence, Bahamas. Role: advising clients, preparing proposals, securing sales Requirements: 2+ years sales experience, Series 7 preferred, private banking experience an asset; ability to assess client investment needs, analyze funds, prepare proposals, determine risk tolerance, maintain documentation, and produce monthly reports. Category: Sales Seniority: Entry Level Tools: Microsoft Office Certifications: series 7 Commitment: Full Time Workplace: Onsite Languages: English