STIS Inv Assoc 1 - PF
Company Name:
SunTrust Banks
STIS Inv Assoc 1 - PF-259239
Description
Supports one or more Financial Advisors, Private Financial Advisors or Private Wealth Advisors. This is a non-sales role focused primarily on operational/administrative objectives (not a virtual position). Assists customers with trades, requests for information, research, account problems etc. Works closely with Advisors to meet the needs and objectives of the customer. Works with less direction and handles more complex duties. May work with smaller accounts independently. May provide direction to junior Investment Associates.
Qualifications
Basic
Qualifications:
Series 7 and 63 licenses.
4 years professional administrative experience, including 1 year of experience in the securities industry.
Preferred
Qualifications:
Series 65 or 66 license. Life and Health Insurance license.
3 years experience in the financial services or securities industry.
Job:Wealth & Investment Management
Primary Location:TN-Nashville (1)-Belle Meade Building
Schedule:Full-timeEstimated Salary: $20 to $28 per hour based on qualifications.
SunTrust Banks
STIS Inv Assoc 1 - PF-259239
Description
Supports one or more Financial Advisors, Private Financial Advisors or Private Wealth Advisors. This is a non-sales role focused primarily on operational/administrative objectives (not a virtual position). Assists customers with trades, requests for information, research, account problems etc. Works closely with Advisors to meet the needs and objectives of the customer. Works with less direction and handles more complex duties. May work with smaller accounts independently. May provide direction to junior Investment Associates.
Qualifications
Basic
Qualifications:
Series 7 and 63 licenses.
4 years professional administrative experience, including 1 year of experience in the securities industry.
Preferred
Qualifications:
Series 65 or 66 license. Life and Health Insurance license.
3 years experience in the financial services or securities industry.
Job:Wealth & Investment Management
Primary Location:TN-Nashville (1)-Belle Meade Building
Schedule:Full-timeEstimated Salary: $20 to $28 per hour based on qualifications.
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