Description
Currently partnering with a well-established financial institution seeking a licensed investment professional to join their team. This is a highly visible role that blends investment strategy, client relationship management, and business development.

This individual will play a key role in supporting the investment process, working closely with internal teams, and engaging directly with clients to deliver tailored financial solutions.


Responsibilities:

• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.

• Analyze client portfolios and recommend investment strategies to optimize performance.

• Manage ongoing client relationships through regular financial plan reviews and responsive communication.

• Execute investment transactions in strict adherence to industry regulations and company policies.

• Resolve client issues effecti...