Investment Sales Associate

Beacon Bank; Providence (RI); On-site; USD 52,000 - 90,498; Full time

Job summary

The Investment Sales Associate at Beacon Bank & Trust supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships in Providence, RI.

The role requires a Bachelor’s degree, 2+ years of customer-facing financial experience, and active securities and insurance licenses. You will prepare materials, meet clients, and identify cross-sell opportunities while staying current on market trends and compliance.

Qualifications

• Bachelor’s Degree with related experience in financial services or retail organization preferred
• 2+ years counselling customers and selling financial products desirable

Responsibilities

• Support financial advisors with daily sales and operational activities
• Process client transactions accurately and efficiently
• Meets with clients in person when necessary
• Prepare client meeting materials, proposals, and portfolio reviews
• Proactively follow up on client requests and identify service opportunities
• Maintain and deepen client relationships through high-touch service
• Identify cross-selling opportunities and contribute to revenue growth
• Stay current on market trends, products, and compliance requirements

Skills

Securities licenses

Insurance licenses

Communication skills

Customer service

Proactive mindset

Education

Bachelor's degree in financial services or related field

Job description

Division: Beacon Bank & Trust
Department: Investment Services
Reports to: Director of Investments
Status: Exempt
Grade: 9E
Pay Range: $52,000-$90,498
Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.
Location: Providence, RI

Purpose/Objective
The Investment Sales Associate supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships. The ideal candidate is proactive, highly organized, and committed to continuous professional development.

Key Accountabilities

• Support financial advisors with daily sales and operational activities
• Process client transactions accurately and efficiently
• Meets with clients in person when necessary
• Prepare client meeting materials, proposals, and portfolio reviews
• Proactively follow up on client requests and identify service opportunities
• Maintain and deepen client relationships through high-touch service
• Identify cross-selling opportunities and contribute to revenue growth
• Stay current on market trends, products, and compliance requirements

Education

• Bachelor’s Degree with related experience in financial services or retail organization preferred

Experience

• 2+ years counselling customers and selling financial products desirable

Skills & Knowledge

• Active securities and insurance licenses (Series 7, 63/65/66)
• Relentless work ethic and a strong desire to learn and grow
• Exceptional attention to detail and organizational skills
• Strong communication skills and outstanding customer service
• A positive attitude and a proactive mindset

Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at [e-mail].