CATEGORY: Other Sales JOBS

Client Management Representative Greenwood Village, CO

Specialty: Other Sales
Your knowledge and expertise of managed portfolio products helps you gain trust with our clients The Expertise We’re Looking For Series 7 (required) Series 66 within 30 days of hire Minimum of 3 years of previous financial services experience CFP Preferred The Purpose of Your Role The role of Client Management Representative is to act as a product expert on Strategic Advisors, Inc. (SAI) portfo
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Director, TEM Planning & Guidance - Salt Lake City, UT Salt Lake City, UT

Specialty: Other Sales
The Expertise We’re Looking For FINRA Series 7, 66, 9/10 required prior to hire 3-5 Years Financial Services experience, workplace retirement plan experience preferred Sales management experience strongly preferred (or demonstrated experience and success in peer-to-peer coaching) Bachelor’s degree or equivalent experience Ability to travel 15% of the time is required The Purpose of Your Role
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