Account Executive, Series 7 & 63: Excellent Growth

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A Chicago-base investment firm is looking for an ACCOUNT EXECUTIVE, INVESTMENT RESEARCH to make an immediate impact by providing top-tier customer service to existing and prospective firm clients.

The ideal ACCOUNT EXECUTIVE, INVESTMENT RESEARCH  will have a Series 7 & 63, a history of client relationship development in finance, and the desire to succeed with a firm that values input and collaboration.

THIS IS A HYBRID POSITION!

ACCOUNT EXECUTIVE, INVESTMENT RESEARCH  RESPONSIBILITIES:

• Manage Communication with Existing & Prospective Clients Assigned by Firm
• Respond to Client Inquiries & Needs as Part of Business Development Strategy
• Collaborate with Colleagues on Related Projects & Process Improvement

ACCOUNT EXECUTIVE, INVESTMENT RESEARCH  REQUIREMENTS:

• 1-3 Years Experience of Client/Business Development in Finance
• Series 7 & 63 Required, Bachelor's Degree
• Entrepreneurial Attitude, Drive, & Grit to Expand Company Success

ACCOUNT EXECUTIVE, INVESTMENT RESEARCH  SALARY & REQUIREMENTS:

• Competitive Salary 
• Excellent Benefits
• Unique Growth Potential

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person's age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share. JOB ID: 119938#post

John Broker

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Goodwin Recruiting (Forbes America's Best Recruiting Firms 2020, 2021, 2022, & 2023) is a full-service recruiting agency that was founded in hospitality.
Our company was built on service, and as we have grown and expanded into a broad range of industries and specialties, that hospitality mentality has remained rooted at the core of everything we do.
We are committed to providing highly personalized services, tailored to each candidate and client we work with. Across all business types, from executives to operators to administrative staff, each Goodwin Recruiting partner has an extensive background in their field of expertise. We speak your language, we know the ins and outs of recruiting, and we put our core values first, establishing game-changing partnerships with employers and job seekers alike.