We’re hiring a Licensed Investment Executive. Are you an experienced professional who excels in the dynamic world of investment banking. In this role, you will. Cultivate and manage strong client relationships—both personal and business. Provide expert investment and financial planning advice tailored to client goals. Monitor and analyze market trends to identify opportunities. Execute accurate, timely transactions and present investment strategi...
SUMMARY. This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position will advise clients of risks and opportunities associated with investing. This role will typically handle 100-150 clients with a Book of Business totaling between $5-million and $10-million. The incumbent will be responsible for generating new sales ...
SUMMARY. This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position will advise clients of risks and opportunities associated with investing. This role will typically handle 100-150 clients with a Book of Business totaling between $5-million and $10-million. The incumbent will be responsible for generating new sales ...
