Young and fun team looking for the next Fiduciary Sales Star. Do you know any HNW clients ($1 million and above) or business leaders that may need trust investments? Do you have High integrity and intense success motivation? 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)