Investment Services Executive

Description

Actively pursues new business for JCB Investment Services primarily through direct marketing activity and referrals provided by bank employees. Seeks opportunities for relationship building with current and potential bank clients. Assumes responsibility for the development, operation and administration of retail brokerage services and the sale of insurance and financial products within the Bank. Coordinates brokerage sales efforts with department and banking center leaders throughout the Bank. Assumes responsibility for compliance requirements in accordance with Bank procedures as well as broker/dealer services provider. Supervises brokerage support staff.

Requirements

• Series 7, 63 and Life Insurance licenses required
• A Bachelor degree in business, accounting or finance preferred
• Minimum 3-5 years related required
• Investment and/or Insurance sales experience preferred
• Financial sales/business development experience preferred
• RIA and/or CFP designations preferred