Description Actively pursues new business for JCB Investment Services primarily through direct ... RIA and/or CFP designations preferred
Description Actively pursues new business for JCB Investment Services primarily through direct ... RIA and/or CFP designations preferred
Investment Services Executive
Greenwood, IN · On-site
... direct marketing activity and referrals provided by bank employees. Seeks opportunities for ... RIA and/or CFP designations preferred
Investment Services Executive
Greenwood, IN · On-site
... direct marketing activity and referrals provided by bank employees. Seeks opportunities for ... RIA and/or CFP designations preferred
Surveillance Analyst
Indianapolis, IN · Hybrid
$150K/yr
Director of Operations Location: Indianapolis, IN, San Antonio, TX, Miami, FL, Omaha, NE or ... a fully integrated RIA and broker-dealer platform, Sanctuary provides the infrastructure ...
Surveillance Analyst
Indianapolis, IN · Hybrid
$150K/yr
Director of Operations Location: Indianapolis, IN, San Antonio, TX, Miami, FL, Omaha, NE or ... a fully integrated RIA and broker-dealer platform, Sanctuary provides the infrastructure ...
Ensure equipment and layouts are compliant with current OSHA and RIA guidelines, local and national ... Supervise and/or direct contractors, suppliers, or other technical people as required. * Perform ...
Ensure equipment and layouts are compliant with current OSHA and RIA guidelines, local and national ... Supervise and/or direct contractors, suppliers, or other technical people as required. * Perform ...
ELECTRICAL ENGINEER III
Shelbyville, IN · On-site
Ensure equipment and layouts are compliant with current OSHA and RIA guidelines, local and national ... Supervise and/or direct contractors, suppliers, or other technical people as required. * Perform ...
ELECTRICAL ENGINEER III
Shelbyville, IN · On-site
Ensure equipment and layouts are compliant with current OSHA and RIA guidelines, local and national ... Supervise and/or direct contractors, suppliers, or other technical people as required. * Perform ...
Mechanical Engineer
$80K - $100K/yr
... direct hire position in the Anderson, IN area. Responsibilities: Design and develop custom ... RIA, and industrial safety standards Experience working in ISO-certified or ASME-regulated ...
Mechanical Engineer
$80K - $100K/yr
... direct hire position in the Anderson, IN area. Responsibilities: Design and develop custom ... RIA, and industrial safety standards Experience working in ISO-certified or ASME-regulated ...
Controls Engineer
$80K - $115K/yr
... direct hire position in the Anderson, IN area. Responsibilities: Design and implement electrical ... ANSI, RIA, and other industrial automation safety standards Exposure to ASME or regulated ...
Controls Engineer
$80K - $115K/yr
... direct hire position in the Anderson, IN area. Responsibilities: Design and implement electrical ... ANSI, RIA, and other industrial automation safety standards Exposure to ASME or regulated ...
Operations Principal
Indianapolis, IN · Hybrid
$100K - $125K/yr
Director of Operations Location: Indianapolis, IN, San Antonio, TX, Miami, FL, Omaha, NE or ... a fully integrated RIA and broker-dealer platform, Sanctuary provides the infrastructure ...
Operations Principal
Indianapolis, IN · Hybrid
$100K - $125K/yr
Director of Operations Location: Indianapolis, IN, San Antonio, TX, Miami, FL, Omaha, NE or ... a fully integrated RIA and broker-dealer platform, Sanctuary provides the infrastructure ...
Director Ria information
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Posted 27 days ago
Job description
Description
Actively pursues new business for JCB Investment Services primarily through direct marketing activity and referrals provided by bank employees. Seeks opportunities for relationship building with current and potential bank clients. Assumes responsibility for the development, operation and administration of retail brokerage services and the sale of insurance and financial products within the Bank. Coordinates brokerage sales efforts with department and banking center leaders throughout the Bank. Assumes responsibility for compliance requirements in accordance with Bank procedures as well as broker/dealer services provider. Supervises brokerage support staff.
Requirements
- Series 7, 63 and Life Insurance licenses required
- A Bachelor degree in business, accounting or finance preferred
- Minimum 3-5 years related required
- Investment and/or Insurance sales experience preferred
- Financial sales/business development experience preferred
- RIA and/or CFP designations preferred