About this role
Investment Associate, FINRA Registered at Keybank. Location: Amherst or North Tonawanda. Role: supporting advisors, servicing accounts, coordinating events Requirements: High school diploma, 1+ year brokerage/financial services experience, FINRA S6/S63/SIE required (Series 7 and life insurance preferred), strong communication, organizational, and investment product knowledge, proficiency with Microsoft Office. Category: Sales Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint Certifications: s6, s63, sie, series 7, life insurance Commitment: Full Time Workplace: Hybrid Languages: English