Young and fun team looking for the next Fiduciary Sales Star. Do you have High integrity and intense success motivation? Do you know any millionaire HNW clients or business leaders that may need trust investments? When's the last time you had happy hour with a with commercial bankers, lenders CPA, attorney or Gram Gram's sowing circle? If last week, then we want you.
We offer a robust, uncapped incentive plan that can take you to the next level.
Trust Business Development Officers:
- Experience selling trust products (or RIA experience)
- Bachelor’s degree required
- JD, CTFA, CFP, AIF,CWS etc. are a plus
- Series 7, 66, Life & Health license
- U-4 (unencumbered)