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Public Trust Advisors, LLC
Investment Advisory and Management | Helping you do more for your community
51 - 200
Director - Investment Services
August 26
Public Trust Advisors, LLC
Investment Advisory and Management | Helping you do more for your community
51 - 200
Description
• Responsible for the full sales cycle from identifying leads to providing solutions • Develop and maintain client relationships and educate clients on market events and investment opportunities • Present knowledgably to Councils and Boards about COLOTRUST
Requirements
• 3-5 years of relevant experience in business development • Financial industry experience • Salesforce or similar CRM tool is a plus • Current Series 7 Licensing or willingness to obtain required • Strong presentation skills
Benefits
• Comprehensive benefits plan including medical, dental, vision, life, accident, critical illness, EAP and 401k • Generous PTO • Competitive pay structure
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