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INB, National Association · 4 months ago

Investment Advisor Representative

INB Miami FL

Full-time

Onsite

Mid Level

3+ years exp

INB, National Association is a locally owned, community-focused bank dedicated to helping individuals and businesses achieve their financial goals. As an Investment Advisor Representative, you will work with existing clients to deepen relationships and engage in business development through referrals and marketing events, providing tailored advice on managing complex portfolios.

Banking

Responsibilities

Work with existing clients to deepen relationships

Responsible for business development through client referrals, marketing events, and proactive calls to prospects

Utilize systems and tracking to maximize client retention

Provide sales support and marketing

Use software designed for customized client-focused solutions

Provide ongoing advice to clients during face-to-face meetings

Help clients manage larger and more complex portfolios

Qualification

FINRA Series 7FINRA Series 66Financial planning expertiseProactive sales experiencePortfolio managementBilingual abilitiesInterpersonal skillsCommunication skills

Required

At least three years of demonstrated success in proactive sales, with a focus on delivering tailored client solutions within the financial services industry

A minimum of five years as a licensed advisor with strong financial planning expertise, or ten years of industry experience with an emphasis on portfolio management and/or financial planning

Commitment to building trusted relationships, providing personalized guidance, and helping clients achieve their financial goals

Active FINRA Series 7 and 66

Savvy industry knowledge/Comprehensive client solution experience

Superior relationship and client retention experience, and success

Polished interpersonal and communication skills

Undergraduate degree or the equivalent; or a BA/BS college degree preferred