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Equity Sales Representative Trainee
Stephens
New York, NY, United States
Job Details - this job has expired, please see similar jobs below
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Maintain knowledge of the firm's research product and understands all relevant information.
• Increase knowledge and maintains a thorough understanding of the financial markets.
• Develop and maintain institutional client relationships.
• Communicate ideas and research recommendations to clients in a clear and concise manner.
• Interact with Research Analysts in the client service process.
• Coordinate Company management meetings with institutional clients.
• Understand the client's investment objectives and knows the appropriate persons to contact.
• Maintains knowledge and is up to date on client's holdings.
• Coordinate the servicing of accounts with the Equity Trading coverage desk.
• Coordinate management roadshows associated with securities offerings.
• Handle the distribution of offering materials to clients.
• Performs other tasks as assigned by management.
EDUCATION AND EXPERIENCE
Broad knowledge of such fields as advanced accounting, marketing, business administration, finance,
etc. Equivalent to four years of college, plus 0 to 2 years related experience or training. Or equivalent
combination of education and experience.
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS
Series 7 and 63 (will be required to obtain within six months of employment)
Qualifications
Skills
Behaviors:
Motivations:
Education
Experience
Licenses & Certifications