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AVP, Investment Executive

4 months ago

Pittsburgh, United States Cetera Investment Services LLC Full time

AVP, Investment Executive

Dollar Investment Services located at Dollar Bank


Job Description

Job Overview:


The AVP, Investment Executive is responsible for providing discretionary investment

guidance for businesses and individuals, expected to provide sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts, commodities and alternative investments, among others.


The AVP, Investment Executive’s role is highly entrepreneurial and involves extensive

client management and development, new client prospecting and financial consultancy. The role is responsible for building and maintaining long-term relationships with a portfolio of financially successful clients.


As the external face of Dollar Bank, the AVP, Investment Executive is expected to

work closely with key firm personnel to provide a superior client experience across the full spectrum of the client’s financial life.


Qualifications:


• Bachelor’s degree or commensurate experience is required.

• Three years of experience selling mutual fund products, life insurance products, stocks and bonds.

• Strong interpersonal skills.

• Strong time management and organizational skills.

• Ability to prioritize and manage multiple projects.

• Functional familiarity with all aspects of Windows applications and navigation as well as competency with Microsoft Word of a similar word processing program.

• NASD Series 7, Series 63, Series 65 or 66 & Life and Health Licenses.

• Valid driver’s license.


Principal Activities and Duties:


• Make outgoing calls to assigned accounts/leads from Dollar Bank personnel, set appointments and make presentations.

• Develop and maintain lead generation through centers of influence to promote Dollar Bank’s core values and increase book of business.

• Provide full array of Financial planning for clients, dependent upon their needs, to include both Brokerage and Advisory services, inclusive of mutual fund products, life insurance products, stocks, bonds and investment CDs and other investments as appropriate

• Maintain effective relationships with all CBO personnel. Conduct training and sales meetings with assigned partnerships and Licensed Bank Employees.

• Stay current and up-to-date on products and tax laws affecting customers’ finances.

• Evaluate customer current and future needs through a thorough review of their current life’s situation and develop a plan for each customer, as appropriate

• Ensure in all cases product/risk suitability for each customer.

• Meet goals established for production, outbound calls, cross referrals, etc… and report progress.

• Maintain strong closing ratio from prospect to sale.

• Be well informed of the competitor environment.

• Complete and file all necessary paperwork. Comply with all rules, regulations and policies of Dollar Bank, Cetera, all State and Federal securities regulators and self-regulatory organizations.

• Maintain files in accordance with Cetera guidelines, NASD, SEC, insurance department and regulatory authorities.

Address 1

20 Stanwix Street

City

Pittsburgh

State

PA

Employment Status

Full-time

FLSA

Exempt

Schedule Information

This position works Monday - Friday by appointment.

Benefits Information

Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement.

Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement.

For more information, please visit

EEO Statement

Dollar Bank is an Equal Opportunity Employer.


Minority/Female/Veteran/Disabled


Cetera Investment Services

Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we’re committed to helping you reach your goals – both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you’ll have access to:

· A clear transition plan and timeline so you know what to expect, and when

· Our orientation course to give you an overview of all the tools and services available to you

· Assistance with account transfers and paperwork, and frequent updates on their status

· Help with communications to your current clients about your transition

· In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform

· New business cards, stationery, and email address

· An introduction to our vast marketing resources, so you can start using them with current and prospective clients



If you are interested in this position, please attach a copy of your resume with your application.