
Brokerage New Accounts Specialist (Series 7)
AtWork, San Diego, CA, United States
A financial services firm located in San Diego seeks a New Accounts Coordinator responsible for reviewing new accounts and transferring assets, generating transaction reports, and participating in training. Candidates must have an active Series 7 and ideally Series 24, along with two years of financial industry experience. Preferred qualifications include experience with an independent broker dealer and a college degree.
#J-18808-Ljbffr