Job Description

• Obtain, maintain and increase account relationships.
• Bring a new book of business ( Domestic and International clients)
• Account Officers' main function is to develop new relationships, account growth, marketing products and services, as well as managing and monitoring client accounts.
• The Account Officers are involved in approving opening of accounts, attending to client requests, monitoring of account activity, purchasing and selling securities through IDB Capital, and coordinating with the Associates to ensure all customer transactions are appropriately and timely processed.

Qualifications

• Experience with a BA in the field of Finance.
• Lisences: Series 7 and 63, Insurance or Mortgage a plus
• The candidate must be fluent in Portuguese, Spanish and English

Additional Information

DISCLAIMER

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

All your information will be kept confidential according to EEO guidelines.

DUE TO COVID-19, MOST OF OUR EMPLOYEES ARE WORKING REMOTELY. WE HAVE IMPLEMENTED A VIRTUAL HIRING PROCESS AND CONTINUE TO INTERVIEW APPLICANTS BY PHONE OR VIDEO AND ARE ONBOARDING NEW HIRES REMOTELY. WE VALUE THE SAFETY OF OUR EMPLOYEES BECAUSE WE’RE ALL IN THIS TOGETHER.

NO AGENCIES PLEASE.