What the posting requires
- Required
- Presentation skills
- Bachelor's degree
- FINRA Series 65
- Business
- Financial services
- Client services
- Customer experience
- Communication skills
- Detail oriented
- Preferred
- Microsoft Word
- Excel
- Outlook
- PowerPoint
- Salesforce
- NetX360
These tags are our reading of the posting. They can miss something; the original posting is the reference.