| Location: |
WV-Charleston
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV) |
| Salary Range: |
$75 - $80k Base + 20% Incentive for New Business |
| Bonus & Incentives: |
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| Position Responsibilities: |
Strong Regional Bank with a multi-state footprint seeks strong banking professional to serve as an 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: |
6-8 experience in Investment Sales, Trust Administration and Investment Management. 4 Year Degree and NASD Series 6 and 63 required. CFP, CTFA Designations and Advanced degrees a plus. |
| Preferred Qualifications: |
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| Additional Comments: |
Please, only experienced, and currently employed Banking and Financial Services Candidates with a minimum Bachelors Degree need apply. |
| Benefits: |
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| Overnight Travel: |
None Listed |
| Relocation Assistance: |
Yes |
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