Investment Executive

Columbia Bank, in partnership with PRIMEVEST Financial Services, is seeking qualified applicants for an Investment Executive position to build and establish client relationships in a prestigious banking environment. These positions will establish new and existing investment clients. The positions will be located in Edison, NJ. These are great opportunities to be a part of a growing investment program! This Investment Executive will be part of a full service banking team with responsibility for: • Attracting, expanding and retaining client relationships. • Determining and recommending appropriate investment strategies based on client need profiles. • Selling and explaining investment products to new and existing client base. • Handling client transactions, inquiries and account files. • Referring clients to other business partners and services within the bank.
REQUIREMENTS
Successful candidates bring 3 to 5 years of successful investment and insurance experience including product knowledge and sales skills, and the ability to relate professionally with clients and colleagues alike. Series 6, 7 and 63 securities licenses, along with New Jersey life and health licenses are preferred. Your resume and cover letter will start the dialog!