Job Description

Investment Services Representative

Build Your Career in Financial Services!

Are you passionate about helping clients achieve their financial goals? Do you have a strong foundation in investment and insurance products, or are you eager to grow in the field? If so, we invite you to join our client's team as an Investment Services Representative.

What You’ll Do:

• Develop strong relationships within the community to build a pipeline of potential customers.
• Cross-sell banking products and services to enhance client financial well-being.
• Represent the bank at local events and community functions.
• Prepare and process investment transactions accurately and efficiently.
• Stay up to date on compliance, regulations, and internal policies to maintain operational excellence.

What You’ll Bring:

• Experience: 3-5 years of business development and relationship sales experience.
• Licensing: Series 6, 7, and 63 preferred—but if you don’t have them yet, we’ll help you obtain them within 180 days.
• Skills: Strong knowledge of investment and banking products, with an ability to analyze financial statements and advise clients.
• Tech-Savvy: Proficiency in Microsoft Word, Excel, and Outlook.
• Certifications (Preferred but Not Required): ChFC, CFP, or CLU.
• Network: An established referral network is a plus!

Why Join This Local Banking Client?

• Competitive Base Salary + Incentives – Unlock your earning potential with performance-based commissions.
• Career Growth – We support professional development, licensing, and training.
• Community Impact – Work for a trusted local bank that values relationships and customer service.
• Hybrid Work Potential – Flexibility for work-life balance.

If you’re ready to take the next step in your financial services career and join a team that values your expertise, we’d love to hear from you!

Apply today and start building your future.

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