Location City: Charleston
Location State: WV
Base Salary: $60K - $70K Base + Incentive for New Business
Position Responsibilities: Strong Regional Bank with a multi-state footprint seeks strong banking professional to serve as a Investment Salesperson focusing on various aspects of Wealth Management including Personal Trust Administration, Investment Management and some Employee Benefits. Will handle New Business duties by maintaining an aggressive niche calling program, as well as, nurturing the existing client relationships and administration of Trust accounts. Will be the only Financial Planning Specialist in that region for this bank, so an independent, savvy, mature, persona with an entrepreneurial spirit is a must!
Education and Certifications/Licenses: Bachelors, NASD Series 6 and 63 required.
Mandatory Minimum Qualifications: 5+ years experience in Investment Sales, Trust Administration and Investment Management. 4 year Degree and NASD Series 6 and 63 required.
Preferred Qualifications: CFP, CTFA designations and Advanced Degrees a plus.
Additional Comments: Please, only experienced, currently employed Banking and Financial Services Candidates with a minimum Bachelors Degree need apply.
Benefits: Standard Benefits Package.
Overnight Travel: None Listed
Relocation Assistance: Yes
Special Note: Please respect our recruiting members' time by only replying to positions where your experience meets the qualifications specified. Due to the large volume of responses we receive we regret we are unable to respond to every applicant.
To apply for this Job: please send your resume to <[email protected]> and reference the job number.