Financial Advisor/Investment Executive
Infinex Investments, Inc., a full service broker/dealer, is recruiting an Investment Executive to service existing accounts and to expand client base. Position is located at Hocking Valley Bank, with more than $238 million in assets and seven offices in Athens County, Ohio.
You will be a member of bank’s executive team and will be responsible for meeting with bank clients to create individualized plans through consultative needs analysis. This includes monitoring progress and reviewing/revising plans to help clients achieve their goals.
- Four-year college degree (BA, BS, BBA) or equivalent work experience
- At least 3 years of relevant industry experience in the sale of investment products
- Strong knowledge of market, securities regulations, financial analysis and client communications skills
- Ability to cross-sell, refer opportunities to other areas of the bank
- Help train bank staff to identify customer needs and make referrals
- Target prospective clients, marketing your skills through community involvement
- Series 7, 63 and Ohio Life Health and Annuity License