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Punta Gorda, FL - NEW!!!
Great Community Bank, due to promotion, seeks experiences Rep fro its Punta Gorda office. Rep will cover 2 locations with approx $130M in deposits. Customer base is wealthy pre/post retirees. Great branch referral system in place generating between 12 – 15 qualified leads per month. There is also a pre-existing book to service. Program uses one of the industry’s top TPM’s so there is a wide range of products and services. Candidates must have FINRA 7 and 63 plus life and annuity. Min 3 years related experience. Position offers a base salary plus commissions. Great benefits too. Willing to consider providing relocation assistance for the qualified candidate. Nice position with a great program. P458G145
Northeast- Updated
One of the largest and most respected banks in the northeast is expanding their investments program. They are currently in search of experienced Financial Consultants to cover existing territories. This bank has a top notch program offering great products, services and a full referral program. FC's can also expect to receive 50% of business to come from referrals. Management is very supportive of the investment program and each rep plays a vital role in its success. Territories range from 3-6 branches with $150M – over $300M in assets. Many territories have existing books needing to be taken over. The average rep in the program has a production of $335K. Candidates much have a Series 7, 63 and T12 of $200K with 3+ years experience. If you’re looking for a great program to grow your business – this is the place!
| Lewes, DE | C165R773- DE |
| Cleveland, OH* | C165R773-OH |
| Middletown, CT | C165R773-CT |
| Providence, RI | C165R773-RI |
| Manchester, NH * | C165R773-NH |
| Pittsburgh, PA* | C165R773-PA |
| Albany, NY* | C165R773-NY |
| Boston, MA* | C165R773-MA |
| Chicago, IL* | C165R773-IL |
| Farmington Hills, MI* | C165R773-MI |
* Denotes multiple opportunities in that state. Contact the recruiter for a complete list.
NATIONWIDE - New Postings Added!
Premier company that owns and operates a nationwide network of "high-end" community banks is seeking strong, very professional Investment Executives. Through their investment advisory subsidiary, they are seeking experienced reps who think of themselves as "wealth managers" and want to broaden their business and expand their professionalism. Reporting the the bank President, Investment Executives are true partners in the bank's business and are fully involved in building relationships with high -net worth individuals, small business accounts and retirement plans. Offering a full array of investment solutions, reps will build relationship without the competition from trust of retail often found in other bank programs. Candidates must have a FINRA 7, 63 and a 65/66 is preferred. A CFP or other professional designation is a plus. Compensation packages are individually designed to be motivational, as well as competitive. This is truly the "next level" for reps seeking professional growth and monetary rewards. Opportunities is several states including:
| Bellevue, WA* | E162R146-SW |
| Albuquerque, NM | E162R146-EW |
| Asheville, NC | E162R146-NC |
| Phoenix, AZ* | E162R146-PA |
| Farmington Hills, MI | E162R146-MI |
| Las Vegas, NV* | E162R146-LVN |
| Palm Desert, CA | E162R146-CA |
| Blue Springs, MO | E162R146-MO |
| Sugarland, TX | E162R146-TX |
* Denotes multiple opportunities in that state. Contact the recruiter for a complete list.
S.MN/N.IA - UPDATED
Great Community bank with very successful investments program is seeking to add to their team. The program is full-service including wealth management products and has a unique lead generation program to help reps build their books. In some cases, pre-existing books are available. Compensation plan is very competitive with excellent benefits including an ESOP. Candidates must be very professional, strong communications skills, have prior experience, preferably in a bank. Currently there are three positions available:
1. Fairmont MN- this is a partnership opportunity with a senior advisor. Need a team player. Would consider a rep with a FINRA 6.
2. New Ulm IA.~ position filled
3. Spirit Lake IA. Take over existing book. B59R149
MID ATLANTIC
Major bank with an outstanding reputation has positions available throughout the region. This is one of the premier programs in thecountry that is in need of Top Professionals. The program is noted for the quality and range of services they provide. This is true full-service program with the total support of the bank. Strong referral program and competitive compensation plan. Great multi-branch territories available with strong asset base and some with existing books. Must have 7, 63 and insurance licenses, 2+ years related experience and must have strong product knowledge, selling skills and possess good communication skills. This is a great opportunity to be part of a great program. Locations available in: MD, PA, NJ and VA.
* Currently seeking a strong, currently Independent Advisor in Richmond, VA. F58R134
Broward County, FL
Great Regional Bank is adding and upgrading its rep. This highly regarded bank has offices across the Southeast with over $20B in assets. The program is full-service with many enhancements and a strong referral program. They are seeking reps with 3+ years bank experience with a Series 7 and 63 as well as insurance. Candidate must also have strong communication skills, product knowledge and be willing to grow their business. There are currently two positions available in Broward County and each will come with an existing book of business. Both positions are for multi-branches territories with a good deposit base. They offer a competitive compensation package and benefits. Great opportunity to get onboard with a growing program!
Coconut Creek - position filled |
J161R141-CC |
| Plantation | J161R141-PL |
MIDWEST - TX, CO, IA, SD, NE and KS
One of the 50 largest banks in the country is growing their program. Bank has an outstanding reputation and one of the most supportive referral programs in the industry. Candidates must have Series 7, 63 & insurance license. BA/BS preferred and a minimum 3 years brokerage experience. CFP or other professional designation is a plus. Candidates must be highly professional, a team player, and not "high pressure sales types". Full service program including wrap and insurance products. Aggressive compensation program. Willing to consider relo assistance for qualified candidates. An existing book may be available for some locations and they have territories available across the states listed above. Many reps in the program are bringing home more than $350,000! This is an OUTSTANDING PROGRAM!
* Currently looking to fill a territory in North Platte, NE. O167R142
NEW JERSEY
Major Regional Bank is seeking experienced Financial Consultants for their full-service program. The bank is seeking reps with 1-5+ years related experience. Must have a FINRA 7 and life license. Position includes an existing book. Qualified candidates must have strong product knowledge, selling skills and possess good communication skills. This is a highly regarded bank that operates subsidiary banks in the NE/Mid-Atlantic region. Overall, the bank has 250 offices and owns 15 community banks. This is a great opportunity to be part of a great program. Currently looking to fill territories in the southern part of Jersey. G58R148-SW
MULTIPLE LOCATIONS
One of the country's leading independent broker-dealers is looking to expand. Currently they have more than 2,400 financial advisors servicing more than $35billion in account assets and are a major player in the independent broker-dealer community. They are looking for people who are interested in becoming independent, hard-working and aggressive and want to grow their business. Product offerings cover the full spectrum of investments, financial services and insurance products and their goal is to provide financial advisors with comprehensive information and support in every facet so that you may grow your business and increase your client base. Interested Reps should hold the appropriate FINRA licenses and have a minimum production level of $50k. There is no minimum amount to transfer. Compensation includes a very competitive benefits package and an annual payout grid. RA3R349
MANHATTAN - High End "Boutique"
Very High-end firm with experience in hedge funds wants to expand their business to the retail side. This firm has luxurious new offices in midtown and wants independent minded, experienced, professional and polished reps. Firm has great support including research and lead generation. Unsurpassed payouts and benefits too. Not looking for traders or "stock jockeys", but highly professional people looking to enhance their incomes and their books. This is "the next level"! D168R143
CONNECTICUT
One the largest and most respected financial institutions in CT is looking to add Financial Consultants to their rapidly growing program. This well-known bank has been offering full-service investment services for over 15 years. They offer a wide array of products and services including wrap, insurance and structured investments. . Bank is seeking assertive, professional and experienced reps that want to "get to the next level". Very competitive compensation package. Candidates must have a Series 7, 3+ years bank experience, strong communication skills and be very professional. Great opportunity to increase production, build your business, and grow professionally. D06R125
REGIONAL BANK - PA, OH, MI, IN, WV and KY
One of the largest and most respected regional banks in America is expanding its Wealth Management Program. Financial Consultants in the WM Group are a part of a team with a Trust Officer and a Private Banker. Working with bank clients and prospects, typically higher net worth and business owners, FC's offer a wide range of financial solutions including fixed income and equity products, wrap, SMA's, 401k's, etc. Candidates must have a minimum 3 years related experience, be comfortable working with high net worth clients and strategies, and be able to work as part of a team. Must have NASD 7, 63 and have or quickly get a 65 and life license. Strong compensation package. Relo assistance may be available for qualified candidates. Potential for option awards as well. If you're looking for the opportunity to "get to the next level" professionally and monetarily, this is it! H143R139
ANYWHERE, USA
Rapidly growing, greater Boston area brokerage firm is seeking independent contractor reps and RIA's. Firm is small, but has an excellent reputation for helping their reps build their business. Focus is on Reps with at least $100,000 trailing 12mos production, but want independence, a higher payout, and are focused on growing their business. The firm has deep expertise working with and supporting firms with connections to CPA's. Successful candidates must be interested in Wealth Management, financial planning, estate planning, etc. Clean U4 and CFP, CLU or ChFC are a plus. Very competitive payouts, and strong transition support. M166R140