communicate the objectives, risks, features, and benefits of these products. * Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors. * Make 100+ outbound calls per day. * Learn financial markets and portfolio strategies. * Assist ...
Wilson-Davis is a full-service correspondent securities broker-dealer. The company is registered with the Securities and Exchange Commission (“SEC”), the Financial Industry Regulatory Authority and the Securities Investor Protection Organization. In addition, Wilson-Davis is a member of...
Strong knowledge of the “as-a-service” and technology broker market. Excellent interpersonal skills. Professional and friendly demeanor. Effective communication skills. Basic knowledge of computer systems, Microsoft modern work suite, Power BI, Microsoft Dynamics, HubSpot. Ability to meet sales and ...
at every stage of their career. With access to our broker-dealer and topinsurancecarriers, Futurity First advisors are able to provide independent planning strategies and recommendations to their clients. With an unparalleled choice of product and investment solutions, all backed by experts in marketin...
bank statementloansand structure Non-QM scenarios to give the broker the best opportunity to receive an underwriting approval while also giving the borrower the best possible product. Recommends qualifiedloansfor submission to NON-QM underwriting team and preventsloansthat do not warrant submission from...
bank statementloansand structure Non-QM scenarios to give the broker the best opportunity to receive an underwriting approval while also giving the borrower the best possible product. Recommends qualifiedloansfor submission to NON-QM underwriting team and preventsloansthat do not warrant submission from...