Investment Executive (financial Advisor) - Bowling Green, Ky

563

Bowling Green, Kentucky, US
Incentive-based compensation; base salary or draw ...
Series 7 license required
Series 66 or 63/65 license required
Variable annuity license required
The role is accountable for overall production, coaching, and developing a team of licensed retail bankers while handling large books of clients with complex financial profiles

Job Summary

  • The role is accountable for overall production, coaching, and developing a team of licensed retail bankers while handling large books of clients with complex financial profiles.
  • Employees must design customized coaching sessions to train bankers on investment strategies and conduct solo or joint appointments to identify potential clients.
  • Compensation is largely incentive-based, combining base salary or draw with performance-driven incentives, supported by comprehensive benefits programs.

Matching Summary

The role is accountable for overall production, coaching, and developing a team of licensed retail bankers while handling large books of clients with complex financial profiles.

Salary

Incentive-based compensation; Base salary or draw combined with performance incentives; Comprehensive benefits included

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license required
  • Variable Annuity license required
  • Prior brokerage industry experience
  • Team coaching and training skills
  • Complex client relationship management

Nice-to-have

  • Strong internal and external networking
  • Ability to simplify complex concepts
  • Motivated by commission and competition
  • Proven sales presentation skills
  • Willingness to travel within territory

Key Requirements

  • Series 7 license
  • Series 66 (or 63 and 65) license
  • Variable Annuity license
  • Prior Brokerage Industry Experience
  • State required insurance licenses

Work Rights

Not specified

Tailored Resume

Cover Letter