Entry-Level Financial Advisor: Investment & Cross-Sell

Bank Five Nine (Community Bank); Town of Oconomowoc (WI); Vor Ort; USD 42.000 - 65.000; Vollzeit

Zusammenfassung

Bank Five Nine (Community Bank) is seeking an entry-level Financial Advisor in Oconomowoc, WI. The role focuses on investment sales across mutual funds, annuities, asset management, stocks, bonds and insurance, while serving as a liaison with branches to generate sales leads and fee income for the bank.

As an entry-level position, you will work full-time to develop client relationships and expand the bank's wealth-management footprint in the local market.

Aufgaben

• Sell investment products including mutual funds, annuities, stocks, bonds and insurance.
• Act as liaison with bank branches to generate sales leads and cross-selling opportunities.

Kenntnisse

Investment sales

Mutual funds

Annuities

Asset management

Stocks

Bonds

Insurance products

Jobbeschreibung

Bank Five Nine (Community Bank) is seeking an entry-level Financial Advisor in Oconomowoc, WI. The role focuses on investment sales across mutual funds, annuities, asset management, stocks, bonds and insurance, while serving as a liaison with branches to generate sales leads and fee income for the bank.

As an entry-level position, you will work full-time to develop client relationships and expand the bank's wealth-management footprint in the local market.