The primary responsibilities of this position include:
The ideal candidate would possess the following core characteristics:
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Minimum 7 years experience
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Series 7, 63 or 66
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Proven track record and portfolio of existing client relationships
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Broad knowledge of economics, finance and bond markets
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Proficient in Bloomberg and MS Office (Word, Excel, PowerPoint & Outlook)
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Personable, professional and above all entrepreneurial spirit
Compensation is commensurate with experience and business potential. Lancaster Pollard offers excellent benefits and a fast-paced environment.