About this role
Investment Sales Associate at Beacon Bank & Trust. Location: Providence, Rhode Island, United States. Role: evaluating customers, managing accounts, recommending investments Requirements: Bachelor's degree required; obtain FINRA Series 6 and 63 and state insurance license within 6 months; Series 7 and 65/66 within 12 months; sales experience desirable; proficiency in Microsoft Word and Excel. Category: Sales Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel Certifications: finra series 6, finra series 63, state insurance, finra series 7, finra series 65, finra series 66 Commitment: Full Time Workplace: Onsite Languages: English