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Investment Executive, Wealth Management
2 months ago
Position Overview
The Investment Executive plays a crucial role in nurturing and managing client relationships, either independently or in collaboration with a senior advisor.
This role involves crafting and executing financial strategies, while also engaging with technical experts to generate tailored product, investment, or planning solutions.
Essential Qualifications:
- A Bachelor's Degree is mandatory; relevant experience may be considered in lieu of a degree.
- A minimum of three years of experience in selling investment products such as mutual funds, life insurance, stocks, and bonds.
- Possession of NASD Series 7, Series 63, Series 65 or 66, along with Life and Health Licenses.
- Excellent interpersonal communication skills.
- Strong organizational and time management abilities.
- Capability to prioritize and handle multiple tasks effectively.
- Proficient in navigating Windows applications and competent in Microsoft Word or similar word processing software.
All employees are expected to act as risk managers within their roles by recognizing, reporting, and managing the risks encountered daily, in alignment with Dollar Bank's risk management framework. Adherence to regulatory standards and company policies is a fundamental aspect of all job descriptions.
Benefits Overview
Full-time employees are entitled to a comprehensive benefits package that includes medical, dental, and vision coverage, a 401(k) plan with immediate vesting, tuition reimbursement, and gym membership reimbursement.
