Job Description
Be Proud. Be YOU. Be Independent!
Are you an experienced Investment Banking Professional looking to progress in your career? If so, we need you!
At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company.
About the Job:
Our Investment Executives are part of a full-service Wealth Management and banking team. Independent Bank locations have 5 billion in retail deposits at the various branch locations with in the state of Michigan. The IB Wealth Management Investment Executives located throughout Independent Bank and are responsible for:
Investment Executives report directly to the VP/Program Manager.
Why You Should Apply:
What You Will Do:
Service our new and existing clients in our local branch offices.
Investment Executives will be expected to fully provide clients appropriate recommendations for investment and insurance needs using tools made available by the broker dealer (Cetera Investments, LLC).
Once recommendations are made, the Investment Executives are expected to manage the client relationships as they monitor client goals, needs and progress.
What We’re Looking For:
Successful candidates will bring 5+ years of successful investment experience including product knowledge and strong interpersonal skills.
Requires the ability to relate to clients and colleagues.
Series 7 and 66 securities license as well as a life insurance license and variable contracts.
Familiarity with advisory/qualified retirement plans a plus.
Strong communication skills with a desire to excel in the financial services industry.
Be Proud. Be YOU. Be Independent!
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