Investment Associate: Training & Proposals Specialist

A financial services firm in Raleigh, North Carolina is seeking a licensed Investment Associate to support financial representatives in the Planning Department. The role involves conducting training, preparing investment proposals, managing onboarding processes, and ensuring compliance with industry standards. Ideal candidates should possess Series 6 and 63 or Series 7 licenses, along with strong communication, analytical, and organizational skills. This position offers opportunities for professional development in a fast-paced environment. #J-18808-Ljbffr