Investment Advisor Representative

About the role

INB Wealth’s purpose is to help everyone become financially fit. Through advocacy and innovation, INB Wealth has worked to make investing more affordable, more accessible, and more understandable for all.

Responsibilities

• Work with existing clients to deepen relationships.
• Be responsible for business development through client referrals, marketing events, and proactive calls to prospects.
• Use systems and tracking to maximize client retention.
• Provide sales support and marketing.
• Utilize software designed for customized client-focused solutions.
• Deliver ongoing advice to clients primarily during face-to-face meetings.
• Manage larger and more complex portfolios for clients.

Qualifications

• At least three years of demonstrated success in proactive sales, with a focus on delivering tailored client solutions within the financial services industry.
• A minimum of five years as a licensed advisor with strong financial planning expertise, or ten years of industry experience with an emphasis on portfolio management and/or financial planning.
• A commitment to building trusted relationships, providing personalized guidance, and helping clients achieve their financial goals.

Benefits

INB offers progressive benefits as well as a competitive compensation program, which reflects our deeply held belief that the client relationship cannot be compromised by commission payments that may incent product sales. We value integrity, open communication, perseverance, and relentless service to our clients.

Click here for all benefits that are offered.