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Call on and meet contacts, analyze individual situations, provide solutions, and educate and persuade qualified persons. Requires FINRA Series 65 or equivalent and 5 years of experience selling to stock market investors. Partial remote, field-based.

Full-time opportunity with some remote work. Responsible for calling individuals who have requested information, determining if they can be helped, and educating qualified individuals on the company’s approach to wealth management.

VP needed for a partially remote job responsible for promoting solutions, building relationships, making sales, meeting goals, evaluating client needs. Five+ years’ related sales experience, leadership skills required.

IT Head

By | September 1, 2017

– Accomplishes information technology staff results by communicating job expectations; planning, monitoring, and appraising job results; coaching, counseling, and disciplining employees; initiating, coordinating, and enforcing systems, policies, and procedures. – Maintains staff by selecting, orienting, and training employees; maintaining a safe and secure work environment; developing personal growth opportunities. – Maintains organization’s effectiveness and efficiency […]

IT Head

By | August 31, 2017

– Accomplishes information technology staff results by communicating job expectations; planning, monitoring, and appraising job results; coaching, counseling, and disciplining employees; initiating, coordinating, and enforcing systems, policies, and procedures. – Maintains staff by selecting, orienting, and training employees; maintaining a safe and secure work environment; developing personal growth opportunities. – Maintains organization’s effectiveness and efficiency […]

IT Head

By | August 31, 2017

– Accomplishes information technology staff results by communicating job expectations; planning, monitoring, and appraising job results; coaching, counseling, and disciplining employees; initiating, coordinating, and enforcing systems, policies, and procedures. – Maintains staff by selecting, orienting, and training employees; maintaining a safe and secure work environment; developing personal growth opportunities. – Maintains organization’s effectiveness and efficiency […]

IT Head

By | August 31, 2017

– Accomplishes information technology staff results by communicating job expectations; planning, monitoring, and appraising job results; coaching, counseling, and disciplining employees; initiating, coordinating, and enforcing systems, policies, and procedures. – Maintains staff by selecting, orienting, and training employees; maintaining a safe and secure work environment; developing personal growth opportunities. – Maintains organization’s effectiveness and efficiency […]