Job Summary

• The Specialist is responsible for actively developing and supporting strategies to identify and deliver credit opportunities to Financial Advisors existing wealth management clients and prospects.
• The primary mission of the Credit Product Specialist is to establish new credit relationships with the financial advisors wealth management clients/ prospects in addition to supporting/ expanding existing GWIM credit relationships with the intent of generating balance and revenue growth with appropriate risk adjusted returns.
• We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

Salary

Base: $99,000.00 - $150,800.00 annualized salary; Bonus/Equity: Discretionary incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Key Requirements

• 3 years of progressively responsible experience
• Bachelor’s degree or equivalent in Finance, Business Administration, Financial Economics, or related
• High School Diploma / GED / Secondary School or equivalent

Work Rights