Discount Brokerage Sales Representative is responsible for the timely buying and selling of securities for clients at discounted commissions. Ensures accuracy of transactions and keeps abreast of market conditions. Being a Discount Brokerage Sales Representative typically does not make investment recommendations unless client holds advised account or other fee-based product. Requires a bachelor's degree in area of specialty or in a related area and may require state licensure. Additionally, Discount Brokerage Sales Representative requires NASD series 7 license. Typically reports to a manager or head of a unit/department. The Discount Brokerage Sales Representative occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Discount Brokerage Sales Representative typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Company Description
Welcome to 1st Discount Brokerage (1DB)! Our company's mission is to provide exceptional value to investors and savers. We believe in a personalized approach to financial well-being, addressing each client's unique needs and goals. At 1DB, we combine the expertise of human advisors with advanced technology to deliver the best solutions for our customers.
Role Description
This is a full-time, on-site role for a Licensed Series 7 Representative at 1st Discount Brokerage. The Representative will be responsible for providing financial advice and services to clients. Day-to-day tasks include managing client accounts, recommending investment options, executing trades, and maintaining compliance with regulatory requirements. The position is located in Lake Worth, FL.
Qualifications