InstitutionalSale

Brief Description

Crews & Associates is seeking driven individuals with 3+ years of sales experience for roles in the financial securities industry. Industry examinations are required but a college degree is not necessary. Training in product knowledge and tool provision will be provided.

Requirements

• SIE, Series 7, Series 63 or 66
• Proficient in investment product structure and pricing
• Proficient in client offering presentation and bid acquisition
• Proficient in account setup and maintenance
• Proficient in trading and communication with desks
• Proficient in Excel, Word, Bloomberg, CRM applications
• Proficient in profit/loss determination from cost basis
• Working knowledge of regulatory requirements
• Effective communication skills
• Attention to detail, multitasking, prioritization skills

Competencies

• Treat Everyone with Respect
• Do What's Right
• Work Hard

Summary

Crews & Associates provides the tools for success. Growth and earning potential are limitless. Our culture emphasizes serving clients beyond expectations, working hard, and achieving work-life balance. We value relationships and are committed to protecting and building our business reputation. Every team member plays a crucial role in maintaining this legacy.