Location State: IL
Base Salary: 65,000-80,000
Bonus & Incentives: Annual discretionary bonus between 3-20%
Position Responsibilities: Assume book of Investment Management, Trust and IRA accounts. Meet with clients and prospective clients to discuss Financial Planning, Trust or Investment Management. Work within branch network, outside centers of influence, attorneys and CPA firms for the purpose of expanding new business and achieving new business sales goals.
Education and Certifications/Licenses: Bachelors
Mandatory Minimum Qualifications: Experience working in a Trust or Financial Planning capacity with direct client interface and new business development responsibilities. CFP designation a plus.
Additional Comments: Opportunity to work for organization where customer focus and not high volume sales is prioritized.
Overnight Travel: No Required Travel
Relocation Assistance: No
Special Note: Please respect our recruiting members' time by only replying to positions where your experience meets the qualifications specified. Due to the large volume of responses we receive we regret we are unable to respond to every applicant.
To apply for this Job: please send your resume to <[email protected]> and reference the job number.
