Responsible for servicing brokerage customers primarily with balances of less than $10,000 and promoting the client relationship into an advisor-based model by gathering/growing assets under FTS management
Job Summary
Responsible for servicing brokerage customers primarily with balances of less than $10,000 and promoting the client relationship into an advisor-based model by gathering/growing assets under FTS management.
Perform financial planning/consulting designed to help clients achieve financial goals, achieve sales goals while serving the client's best interest, and develop/conduct client meetings to review existing accounts and close sales.
Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Matching Summary
Responsible for servicing brokerage customers primarily with balances of less than $10,000 and promoting the client relationship into an advisor-based model by gathering/growing assets under FTS management.
Skills & Requirements
Must-have
Securities Industry Essentials (SIE)
Series 7, 66 (or 63 and 65)
Variable Annuity license
Brokerage industry experience
Sales and presentation skills
Client relationship management
Nice-to-have
Openly exchanging ideas and opinions
Elevating concerns
Following policies and procedures
Driving a positive customer experience
Critical thinking skills
Key Requirements
Securities Industry Essentials (SIE)
Series 7, 66 (or 63 and 65)
Variable Annuity license
1-3 years previous brokerage industry experience
Four-year college degree (or equivalent experience)