Provides investment solutions to individuals and businesses, manages client goals and objectives, and maintains client relationships.
Requirements
- Counsel customers on investment-related topics
- Acquire, expand, and maintain client relationships
- Purchase and sell securities to meet customer needs
- Develop and maintain a personal business plan
- Builds and maintains high-quality relationships with clients and prospects
- Maintain and service current customer accounts
- Perform investment-related research and analysis
- Represent the company within the community
- Adhere to company policies, procedures, and practices
Benefits
- Commission-based opportunity
- Incentive compensation plan
- Discretionary profit-sharing bonus program
- Comprehensive benefits package