Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint

This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position will advise clients of risks and opportunities associated with investing. This role will typically handle 100 150 clients with a Book of Business totaling between $5 million and $10 mill

of Responsibilities (Grades 312 & 314 Develop portfolio strategies based upon internally or externally implemented investment strategies, with a goal of meeting the long term performance objectives of the total fund. Generate and/or evaluate prospective investment opportunities, including meeting with principals, conducting due diligence, conferring with outside parties an

Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint

This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position will advise clients of risks and opportunities associated with investing. This role will typically handle 100 150 clients with a Book of Business totaling between $5 million and $10 mill