Registered Investment Representative: Sells financial products... [+] More
Registered Investment Representative: Sells financial products and services to clients for investment purposes, applying knowledge of securities, investment plans, market conditions, regulations, and financial situation of clients. Identifies potential clients, using advertising campaigns, mailing lists, and personal contacts. Solicits business from potential clients. Converses with clients to determine financial position, resources, assets available to invest, and financial goals. Informs and gives clients advice on purchase or sale of securities, financial services, and investment plans, based on review of professional publications and other financial literature and knowledge of securities market and financial services industry. Requires registration to sell securities.
May read status reports and perform calculations to monitor client accounts and verify transactions. May work for firm that offers discounted brokerage fees and does not offer advice to clients. May develop and implement financial plans, and sell insurance, real estate, or securities. (Source: eDOT Job Description) [-] Less
View "Registered Investment Representative" salary data in different locations