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 Financial Services Associate

Details
Country: USA
Location: MD Bethesda
Total applied: 28

Job Type: Employee
Job Status: Full Time

Financial Services Associate

Job Description: Join a winning team with a proud history! Chevy Chase Bank, the largest bank headquartered in the Washington, DC metropolitan area, continues to experience rapid growth. We have an immediate opening for a Financial Associate in our Financial Services Division. Join a team where you will develop your consultative sales skills in an environment that will challenge and reward you! This position offers competitive base salary plus commission and our Financial Advisors develop comprehensive financial plans for clients of Chevy Chase Bank. Spend your time growing with a company that cares about your growth and development!

RESPONSIBILITIES
* Participate in a training program designed to prepare you for a career as a Financial Advisor by gaining product knowledge, and learning basic skills.
* Participate in proactive sales efforts and provide sales support to Financial Advisors.
* Responsible for inbound and outbound telephone calls.
* Perform customer account research to provide portfolio performance appraisals.
* Place stock trades (when appropriately licensed).
* Other duties as assigned by management.

REQUIREMENTS:
* Bachelor's degree preferred.
* Candidates who have completed Series 7, Series 66 and Life & Health licensing will be considered immediately.
* Strong interest in a sales career in the financial services industry.
* Prior securities experience a plus.
* Proficiency in MS Office products, especially Word and Excel.
* Excellent verbal and written communication skills.

We offer a competitive and comprehensive compensation and benefits package. Please visit to apply!

Searchable Keywords: Financial Services Associate / gj-mo

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