Investment Sales Associate

1 month ago


Morgantown, West Virginia, United States Clear Mountain Bank Full time
Investment Sales Assistant Opportunity

Clear Mountain Bank is seeking a highly motivated and detail-oriented Investment Sales Assistant to join our team. As a key member of our financial services team, you will play a crucial role in supporting our financial advisors and clients.


Key Responsibilities:
  • Assist with client account openings, maintenance, and servicing
  • Solicit and provide financial advice in collaboration with our team
  • Build and maintain strong client relationships
  • Ensure clients receive the best possible guidance tailored to their needs

Requirements:
  • Associate Degree or higher in business or finance, or equivalent relevant experience and training
  • Proficiency with industry-specific software and tools
  • Series 7, 63, or 66 licenses, with Series 7 required to be obtained within six months of employment
  • Insurance licensed for Life, Health & Sickness, Variable Life, and Variable Annuity

About Clear Mountain Bank:

We are a team of passionate and dedicated individuals driven by integrity, value, service, and community. Our team averages a tenure that doubles that of the national average, and we are committed to volunteering and supporting the various organizations in our community.


Why Join Our Team?

As a Full-Time Investment Sales Assistant at Clear Mountain Bank, you will have the opportunity to make a significant impact while working in a dynamic environment focused on innovation and excellence. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply today.



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