Investment Broker

Investment Broker

Angott Search Group is pleased to partner with a growing South Dakota bank in their search for an Investment Broker.

This role will proactively seek out value added relationships with new and existing customers to understand their financial needs and to offer solutions for those needs. The selected candidate will manage office operations and procedures for the Investment Services office in a lead role. The Investment Broker will also coordinate marketing/sales efforts with the Registered Representatives, marketing department and marketing services.

Requirements for this position include:

• A Bachelor's Degree in a related field.
• Applicable experience and/or related certifications may be considered in lieu of degree.
• 5+ years' experience in brokerage industry.
• Industry recognized professional certification(s) and/or certificates.
• Maintain Series 6 or 7 and Series 66 licenses.
• Paraplanner designation preferred.

The qualified candidate must be highly organized, enjoy multi-tasking, and have the ability to change priorities quickly as time-sensitive needs arise. Ability to meet critical deadlines is expected. This position must have great attention to detail and strong follow-up skills.