Remote Trust & Fiduciary Investment Advisor

Summr; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Commission and bonus structure

Comprehensive benefits package

Training and mentorship programs

Transportation reimbursement incentive program (TRIP)

Job summary

Summr in Dallas, TX is hiring an Investment Sales Associate to develop relationships with trustees and fiduciaries for institutional investment solutions. This role involves educating fiduciaries on tailored investment strategies and ensuring compliance with regulations.

The ideal candidate holds a Bachelor's degree, possesses strong communication skills, and has experience in relationship-based sales. Summr offers competitive salary, commissions, and comprehensive benefits including health insurance and training programs.

Qualifications

• Licensing required: State Life & Health, SIE, Series 63, Series 65.
• Experience in relationship-based sales or financial advisory.
• Authorized to work in the United States; no visa or FISA sponsorship available.

Responsibilities

• Build relationships with trustees, estate attorneys, and trust decision-makers across Texas.
• Educate fiduciaries on investment strategies tailored to trust structures.
• Ensure adherence to regulations governing trust investments.

Skills

Strong communication skills

Understanding of trust structures

Entrepreneurial mindset

Education

Bachelor's degree or equivalent professional experience

Job description

Summr in Dallas, TX is hiring an Investment Sales Associate to develop relationships with trustees and fiduciaries for institutional investment solutions. This role involves educating fiduciaries on tailored investment strategies and ensuring compliance with regulations.

The ideal candidate holds a Bachelor's degree, possesses strong communication skills, and has experience in relationship-based sales. Summr offers competitive salary, commissions, and comprehensive benefits including health insurance and training programs.