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Securities Support Associates
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Full-time
- The Securities Support Associate reports to and is employed by Sarah Davis.
- Simple IRA with 3% match available after 6 months
- Conducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc.)
- Manually enter information provided by the FA into electronic application systems and email, lock sign or submit.
- Basic understanding of Watermark Financial Group, our products and services, and Thrivent Financial
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