We are searching for a Licensed Securities Assistant for brokerage customer in State College, PA to assist the Senior Advisor Securities Assistant State College, PA 16801 US Job Type: FULL TIME Hours / Week: 40 Work Hours: 1st Shift Pay Range: $60,000.00 to $80,000.00 USD ANNUALLY No Overtime ✓ Health Insurance ✓ Dental Insurance ✓ Vision Insurance ✓ 401(k) ✓ Vacation ✓ Holidays ✓ Sick Leave
Job Description:
Assist the Senior Advisor with client meetings, paperwork, withdrawals, RMD's and Planning
Responsibilities:
- 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 interactions
Related Experience: licensed securities, securities and insurance
Industry: Finance and Insurance Classification: 43-4011.00 Post ID: STC-PSV-00736606 Post Date: 2026-10-20 Post Expires: 2026-11-19
key responsibilities
Assist the Senior Advisor with client meetings, paperwork, withdrawals, RMD's and Planning, Develop client relationships
experience 2 years - Have Series 6/63, 7, and, or 65 licensing, - Be a highly detailed individual with great...
education No formal education required.