Role OverviewPartner with a Private Client Advisor to provide investment solutions to clients, manage client relationships, and grow revenue. Work in a branch environment to provide in-person client services and develop a strong Center of Influence strategy.
What You Will Do
Provide comprehensive financial solutions to clients, assist in identifying investment referral opportunities, and develop a complete understanding of Key Investment Services solutions.
Why It Might Be a Fit
The ideal candidate will have experience in financial services, a strong consultative sales process, and the ability to work as a collaborative team member.
Requirements
- High School Diploma or equivalent experience
- FINRA Security Industry Essentials (SIE) Upon Hire
- FINRA License S7 Upon Hire
- FINRA License S66 or S63 and S65 Upon Hire
- Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) Upon Hire
Benefits
- Dental insurance
- Vision insurance
- Short-term incentive compensation
- Deferred incentive compensation
- Eligibility for commission
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