Investment Sales & Client Growth 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

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.