Associate Financial Advisor Category Location Sebastopol, California
JBA International LLC
Sebastopol, California, US
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Exceptional customer service
Investment portfolio reviews
Open accounts and execute trades
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JBA International LLC is seeking an Associate Financial Advisor in Sebastopol, California, responsible for providing exceptional customer service, handling investment product sales, and maintaining administrative tasks. The ideal candidate will engage with clients, execute trades, and support the Wealth Management Department while undergoing a development training program.
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Job Summary
Provide exceptional customer service to all Member-clients and follow up with referred members to schedule investment-needs meetings.
Open accounts and execute trades for advisory, mutual funds, stocks, bonds, etc., and research investment products and insurance for clients.
Complete transactions within all FINRA, SEC, and Credit Union procedures and regulations, and maintain digital client files and reports.
Matching Summary
Match Score: 75
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JBA International LLC is seeking an Associate Financial Advisor in Sebastopol, California, responsible for providing exceptional customer service, handling investment product sales, and maintaining administrative tasks. The ideal candidate will engage with clients, execute trades, and support the Wealth Management Department while undergoing a development training program.
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Skills & Requirements
Must-have
Exceptional customer service
Investment portfolio reviews
Open accounts and execute trades
FINRA, SEC, and Credit Union procedures
Sales, compliance, and product training
Nice-to-have
Develop referral and product training
Coordinate marketing efforts
Key Requirements
Complete applicable sales, compliance, and product training
Complete additional licensing and educational programs