Job Summary
- Company
- Horan Associates, Inc.
- Location
- Cincinnati, OH 45236
- Industries
- Financial Services
- Job Type
- Full Time
- Employee
- Years of Experience
- 5+ to 7 Years
- Education Level
- Bachelor's Degree
- Career Level
- Experienced (Non-Manager)
- Salary
Compensation package based on experience
Registered Reprentative - Securities firm
About the Job
Registered Representative – Job Description
- Retain and expand block of clients
- Develop client and vendor relationships
- Face to face meetings with clients and vendors
- Perform periodic client reviews
- Conduct and participate in client/prospect oriented seminars
- Staying informed on market trends and new product introductions
- Strategic planning and counseling with existing clients
- Recommending suitable securities products
- Managing/Mentoring a Direct Report
- Keep database and files up to date and compliant. Be proficient in appropriate software skills
- Sales goal performance
- Complete annual Firm Element and as required FINRA continuing education
PERFORMANCE CRITERIA
- Internal & External Customer Service
- Professional Vision
- Teamwork & leadership
- Communication
- Decision Making Skills
- Work Ethic
- Knowledge & Experience
- Employee Motivation & Development
- Project Management
Company Tools
Contact Information
Horan Associates, Inc.
