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INB, National Association · 3 months ago

Investment Advisor Representative

Miami, FL

Full-time

Onsite

Senior Level

5+ 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 deepen relationships with existing clients and engage in business development through referrals and marketing events, providing personalized financial advice and solutions.

Banking

Responsibilities

Systems and tracking to maximize client retention

Sales support and marketing

Software designed for customized client-focused solutions

Qualification

FINRA Series 7FINRA Series 66Financial planning expertisePortfolio managementBilingual abilitiesRelationship buildingCommunication 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

Preferred

Bilingual abilities are highly valued and considered a strong asset

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

Benefits

INB provides health, dental, vision, and life insurance benefits to all full-time employees. Coverage also is extended to their eligible dependents. Active employees make premium contributions based on plan selections.