SEARCH OPEN JOBS
DOWNINGTOWN, PA 19335
The ideal candidate will have 5-7 yrs experience, and Series 7 License.
This is a Direct Hire position, salary is $65K-$75K/YR depending on experience.
-Monitor RMD s for IRA s process RMD s for clients
-Make trades as needed
-Review client portfolios quarterly
-Input fact find information into eMoney software for retirement analysis & assist with case design for client recommendations
-Answer overflow of incoming phone calls when needed
-Series 7 Certification
-Established book of business is desirable
-Investment Industry Experience Required, 5-7 years
Please send updated resumes to Carol at Carol@monarchstaffing.com