Investment Representative in Phoenix, AZ at APEX Systems

Date Posted: 6/18/2018

Job Snapshot

Job Description

Job #:  850554

Apex Systems, the nation's 2nd largest IT staffing firm, has immediate openings for Investment Representatives to support one of our Fotune 500 clients in North Phoenix, AZ! Please find the details below. If interested, please send your resume and best method of contact to Jessica at jgwaltney@apexsystems.com! 

Investment Representative Duties:

  • Processes investment transactions per the member’s request and seek to identify product gaps and solutions during the phone call. 
  • The investment representative will also handle tax/statement inquiries from our members. 
  • Once additional opportunities or a need for advice is identified the investment representative would transfer the member for additional discussion. 
  • It is our expectation to provide an exceptional member experience every time we come in contact with our members. 
  • Under limited supervision, performs moderately complex work assignments and problem resolutions.

Technical Requirements:

  • FINRA Series 7 & 63/66 OR Series 6 & 63/66.
  • Excellent written and verbal communication skills.