Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance
501 - 1000
💰 $736.3k Funding Round on 2022-02
2 days ago
Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance
501 - 1000
💰 $736.3k Funding Round on 2022-02
• Responsible for supporting Regional Vice Presidents in their pursuit of new client relationships • Integral part of the sales team and support structure • Requires a broad understanding of wealth management practices and financial planning
• Bachelor’s degree in business, financial services or related field (preferred) • 2+ years applicable experience, ideally in financial services • FINRA Series 7 and 66 (or 63 & 65) not required but may be beneficial • Basic knowledge of RIA and custodial platforms and investment products • Strong oral, written and presentation skills • Ability to train and coach others • Experience with Microsoft Office suite and Salesforce • Must be in good compliance standing with all rules, regulations, and policies
• Training and professional development • Medical and dental coverage • 401k – with match and profit sharing • Health care spending and savings accounts • Dependent care spending account • Vision coverage • Wellness programs and resources • Life insurance – employer paid • Short-term and long-term disability – employer paid • Paid Time Off • 10 paid holidays each year • Paid parental leave • Tuition reimbursement
Apply Now2 days ago
51 - 200
Manage Inside Sales team at Infragistics, driving revenue growth and customer satisfaction.
3 days ago
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Business Development Representative for a SaaS provider driving dealer sales growth.
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Sales role at ICP Group for developing construction product leads.
🇺🇸 United States – Remote
💰 Private Equity Round on 2014-12
⏰ Full Time
⚪️ Entry-level
🟢 Junior
⬇️ Inside Sales