Investment Executive

Investment Executive will lead a team of licensed retail bankers, handle a large book of clients, and achieve targeted securities fee income goals. The role involves coaching, training, and developing team members, and maintaining strong relationships with internal and external clients.

Requirements

• Prior Brokerage Industry Experience
• Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses
• Variable Annuity license
• Highly developed coaching and teaching skills
• Demonstrated ability to simplify and communicate complex financial concepts
• Proven experience in building strong internal and external client relationships
• Highly developed knowledge of the securities business, investment products and financial solutions
• Highly developed sales and presentation skills

Benefits

• Competitive salary
• Commission sales
• Recognition programs
• Internal sales competition among co-workers