11 дней назад
Financial Consultant (Investment Services)
60 000 - 80 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Consultant (Investment Services): Building and growing a client base while delivering investment and financial solutions through Camden National Bank with an accent on investment sales, client referrals, and open-architecture products. Focus on developing client relationships, creating solutions from third-party investment products, and expanding the bank’s investment program.
Location: North Conway, NH, United States
Salary: $60,000–$80,000 per year, plus eligible sales incentive compensation.
Company
provides investment program services and technology to banks, while employment for this role is with Camden National Bank.
What you will do
- Build and grow a strong client base through Camden National Bank’s referral system and existing client relationships.
- Identify new clients through the bank’s customer base and community presence.
- Develop financial and investment solutions tailored to client goals without proprietary product restrictions.
- Use ’s technology, customized services, and firm-wide resources to support client relationships.
- Provide financial services to individuals and families across different stages of their financial lives.
Requirements
- Series 7 and Series 66 licenses required; Series 63/65 may satisfy the applicable requirement.
- Insurance license required.
- Three or more years of investment sales experience.
- Work is based in North Conway, New Hampshire.
Culture & Benefits
- Access to proprietary technology and customized services.
- Open-architecture platform with thousands of investment products from third-party sponsors.
- Resources and expertise to support the creation of client-specific solutions.
- Opportunity to grow an investment advisory business through the bank’s reputation, referral network, and community standing.
- Employment is with Camden National Bank; holds the securities and insurance licenses in accordance with regulatory requirements.
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