CRM Systems × Workstyle: Remote
2 jobs found.
Financial Intermediary
A profession that acts as an intermediary in the buying and selling of financial products, relaying customer orders to securities exchanges and the like.
Securities Sales Representative (Outside Duty)
A sales position that visits customers to propose and sell financial products such as stocks, bonds, and investment trusts. Provides asset management advice and constructs portfolios tailored to customer needs.