Vice President Investment Consultative Executive
Investment Portfolios for Financial Institutions

Job Details
Job ID:13135Y3
Title:Vice President Investment Consultative Executive
Investment Portfolios for Financial Institutions
Location :Montgomery OH
Industries :Financial Services
Pay Rate:Salary, bonuses, company car, full benefits and 401K.

Job Description

Vice President Investment Consultative Executive
Investment Portfolios for Financial Institutions

COMPENSATION: Salary, bonuses, company car, full benefits and 401K.

TO QUALIFY: You must have Series 7 and Series 63 or Series 66 licensing (or be renewable) and experience with fixed income investments.

This is not a financial planning position. This is a commercial role handling financial institutions to help them invest their surplus cash. If you are an Investment Sales Executive, Investment Sales Supervisor, Investment Sales Manager, Money Market Specialist, Fixed Income Specialist, Senior Investment Representative, Sr. Investment Representative, Financial Representative, Financial Sales Representative or a Portfolio Manager that would like to take over a retiring Vice President's Client Book of financial institutions, this is a career move. You, too, can step in and remain here until retirement.
You must live in Ohio, Indiana, Michigan, North Carolina. Florida, Alabama or Texas.

  • In spite of the location options, travel is limited!
  • Current customer base and an established, researched list of institutional prospects provided.
  • Open due to retirement, you take over his book!.
  • This is a player coach role and a stepping stone into an SVP leadership. Career growth!
  • A remote based role taking on an existing book of credit unions that is strong , long standing customers with continued investment needs as they build surplus cash.
  • As well, the incumbent has built a huge book of prospect credit unions where the foundation has been poured, you can build on it.
  • You will also have two sales people working under you , you will coach and mentor them, their success is your success with incentives based on their performance.
  • Company is a century old provider of investment solutions to financial institutions for their excess cash.
  • Reports to, and you will work with a team of deeply seasoned and tenured investment professionals.
  • Minimal travel, most accounts can be managed virtually.
  • A true career move, most who join this organization do not leave until retirement.

We are a national sales recruiting firm. Check us out: www.nr-usa.com

Key Words: Series 7, Series 63, Investment Sales Executive, Investment Sales Supervisor, Investment Sales Manager, Money Market Specialist, Fixed Income Specialist, Senior Investment Representative, Sr. Investment Representative, Financial Representative, Financial Sales Representative, Portfolio Manager