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⏰ Full-time

Client Financial Advisor Sales Assistant

Macpower Digital Assets Edge Private Limited
Location 📍 Carpinteria, California, United States
Posted 📅 May 16, 2026
Work Type ⏰ Full-time

Position Overview


Job Summary: As Sales Assistant for Client Financial Advisor, you will have an exciting opportunity to learn the securities industry while supporting our Client Advisors. Supporting to our assigned advisors in the form of submitting new business, helping to process transfer ins/outs paperwork, and maintaining client account information. You will assist in day-to-day operations of one of our Client Financial Centers or Financial Advisor. Performing tasks assigned by an advisor represents most of the responsibilities as a Sales Assistant. Sales Assistants will participate in the Securities Industry Training ( "SIT ) program which will provide general securities industry training and prepare them for their job duties. Sales Assistants will be encouraged to obtain Client Series 63, 65 and 7 Licenses.

Key Requirements:


  • 4-year college degree (any major) or 4 years equivalent work...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
Carpinteria, California, United States