Financial Advisor Associate (Guam)
About The Position
Under the direction of the Manager, this position provides sales, administrative and customer service support to an assigned Bankoh Investment Services, Inc, (BISI) Financial Advisor (FA) and is responsible for assisting with the growth of the FA’s clientele base by obtaining new clients and developing additional business with existing clients. This position will assist the FA in providing personalized investment solutions to help clients work toward their long-term financial goals through products/services offered through either or both the Broker-Dealer or Investment Advisory areas of BISI. Unlicensed and/or partially licensed candidates will be considered for this position. Candidates who are not fully licensed may be required to obtain applicable licenses within a defined timeframe as a condition of continued employment, in accordance with business needs and regulatory requirements.
Requirements
- Unlicensed and/or partially licensed candidates will be considered.
- Candidates who are not fully licensed may be required to obtain applicable licenses within a defined timeframe as a condition of continued employment, in accordance with business needs and regulatory requirements.
Responsibilities
- Provides sales, administrative and customer service support to an assigned Bankoh Investment Services, Inc, (BISI) Financial Advisor (FA).
- Assists with the growth of the FA’s clientele base by obtaining new clients and developing additional business with existing clients.
- Assists the FA in providing personalized investment solutions to help clients work toward their long-term financial goals through products/services offered through either or both the Broker-Dealer or Investment Advisory areas of BISI.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
