Job Summary

• The main purpose of this job is to sell investment products to individual investors.
• Manage an existing client book of business with recurring revenue and partner with internal team members to generate new business opportunities.
• The candidate selected for this position may be eligible for employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time.

Matching Summary

Salary

Base: $50,000 annually; Bonus/Equity: eligible for performance-based incentive plan(s); Benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time, career development, education assistance, and voluntary supplemental benefits

Skills & Requirements

Key Requirements

• 5+ years related financial services experience
• FINRA Series 7 & 66 licenses
• Life & Health licenses
• Clean CRD required
• Bachelor's degree or equivalent education/experience

Work Rights