Investment Executive (Financial Advisor) responsible for overall production, coaching, training, and developing a team of licensed retail bankers, achieving sales goals and serving clients' best interests.
Requirements
- Prior Brokerage Industry Experience
- Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio)
- Variable Annuity license
- Highly developed knowledge of the securities business, investment products and financial solutions
- Highly developed sales and presentation skills
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Relocation Assistance