Advest Group Inc. Work Values

Daily Duties at Advest Group Inc.:

Handled all aspects of customer service for 2 brokers and their clients. Opened new brokerage accounts, prepared and maintained compliance files, arranged and prepared broker for client appointments, wrote client correspondence and answered phone

What they like about Advest Group Inc.:

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.

Tags

Columbus, Ohio, Series 7, Series 65, Series 66, brokerage, investment, securities, security, customer, service, operations, financial, finance, planning, advisory, advisery, insurance, supervisor, manager, statements, experience, sales, assistant, trust

Skills

P&L responsibilities, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Anticipate client needs and resolve potential problems, Financial aptitude, Manage broad scope of concurrent activities, Dynamic communication, presentation and negotiation skills, Relationship management, Cultivate critical long term business connections

These are some of the questions we asked our climbers about their experiences with Advest Group Inc.: