Job Description
Application Deadline
04/30/2026
Address
525 8th Ave SW East Tower
Job Family Group
Wealth Sales & Service
Compensation
The total compensation, including commission will yield closer to $150,000 - $300,000, with opportunity for unlimited upside potential based on business growth and development.
Responsibilities
Manages a portfolio of clients to retain and grow the relationships. Evaluates client’s personal and investment needs and creates an investment policy statement, asset allocation, investment portfolio, and financial plans. Implements client strategies through the management of investment portfolios and the ongoing evaluation of performance according to each client’s investment policy statement. Drives new sales results through referrals and personal network. Works collaboratively in the branch and with regional teams to identify and create referrals.
- Supports the achievement of ...