Securities Assistant
State College, PA
FULL TIME
Hours / Week: 40
Work Hours: 1st Shift
$60,000 to $80,000/yr
No Overtime
Hours / Week: 40
Work Hours: 1st Shift
$60,000 to $80,000/yr
No Overtime
☑ Medical
☑ Dental
☑ Vision
☑ 401(k)
☑ Vacation
☑ Holidays
☑ Sick Leave
☑ Dental
☑ Vision
☑ 401(k)
☑ Vacation
☑ Holidays
☑ Sick Leave
We are searching for a Licensed Securities Assistant for brokerage customer in State College, PA to assist the Senior Advisor
Description:
Assist the Senior Advisor with client meetings, paperwork, withdrawals, RMD's and Planning
What you'll do:
- Assist the Senior Advisor with client meetings, paperwork, withdrawals, RMD's and Planning
- Develop client relationships
Education: No formal education required.
Experience: 24 months
Have Series 6/63, 7, and, or 65 licensing, - Be a highly detailed individual with great organizational skills, - Be an excellent Excel user, - Have a high level of customer service and relationship building skills, - Have experience with Red tail or similar contact management system, - Be extremely professional in all interactionsRelated Experience: licensed securities, securities and insurance
Post ID: STC-PSV-00736606Post Date: 2026-10-20
Post Expires: 2026-11-19
⭐ Securities Assistant/ Finance and Insurance (industry) job opening(s) near: University Park, PA; Lemont, PA; Boalsburg, PA; Pine Grove Mills, PA; Fleming, PA; Julian, PA; Bellefonte, PA; Pennsylvania Furnace, PA; and more