Investment Relationship Manager
Investment Relationship Manager
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1 Vacancy
Job Description
Investment Services Representative
Build Your Career in Financial Services!
Are you passionate about helping clients achieve their financial goals Do you have a strong foundation in investment and insurance products or are you eager to grow in the field If so we invite you to join our clients team as an Investment Services Representative.
What You ll Do:
- Develop strong relationships within the community to build a pipeline of potential customers.
- Crosssell banking products and services to enhance client financial wellbeing.
- Represent the bank at local events and community functions.
- Prepare and process investment transactions accurately and efficiently.
- Stay up to date on compliance regulations and internal policies to maintain operational excellence.
What You ll Bring:
- Experience: 35 years of business development and relationship sales experience.
- Licensing: Series 6 7 and 63 preferred but if you don t have them yet we ll help you obtain them within 180 days.
- Skills: Strong knowledge of investment and banking products with an ability to analyze financial statements and advise clients.
- TechSavvy: Proficiency in Microsoft Word Excel and Outlook.
- Certifications (Preferred but Not Required): ChFC CFP or CLU.
- Network: An established referral network is a plus!
Why Join This Local Banking Client
- Competitive Base Salary Incentives Unlock your earning potential with performancebased commissions.
- Career Growth We support professional development licensing and training.
- Community Impact Work for a trusted local bank that values relationships and customer service.
- Hybrid Work Potential Flexibility for worklife balance.
If you re ready to take the next step in your financial services career and join a team that values your expertise we d love to hear from you!
Apply today and start building your future.
Employment Type
Full Time
