PCG Registered Client Associate

PCG Registered Client Associate – Lawrenceville, NJProvides sales practice as well as overall administrative and operational client service support to assist the business activities of the Financial Advisor(s). May solicit orders from clients, provide investment advice to clients, and cold call potential clients for brokerage accounts, under the direction of the Financial Advisor and as securities licensing and registrations permit. Provides assistance to the Financial Advisor by furnishing account information and quotes, establishing new accounts, and processing deliveries and/or payments. Performs Read more […]

August 24, 2010 • Tags: , , , • Posted in: General • Comments Off on PCG Registered Client Associate