| Location: |
CA-All San Jose, San Francisco, Newport Beach, Los Angeles, CA
West Coast/Northwest (CA, OR, WA, AK & HI) |
| Salary Range: |
100,000 - 130,000 |
| Total Compensation: |
130,000 - 400,000 |
| Job Description: |
Responsible for developing new trust/investment management accounts to meet established growth and profitability objectives. Focuses on large, complex, profitable customer relationships. Works primarily with business customers through interaction with the Bank's commercial banking centers. |
| Education and Certifications/Licenses: |
Bachelors, None, FINRA Registered Rep - Series 7 - Stock Broker|NASAA State Registration / Investment Advisor - Series 63 |
| Mandatory Minimum Qualifications: |
Thorough knowledge of trust and investment management sales. Good understanding of life insurance (including insurance products and 401k retirement plans) to refer MUST HAVE EXTERNAL MARKETING TRACK RECORD Need minimum Three to five years experience |
| Preferred Qualifications: |
NASD Series 7, 63, and state insurance license(s) |
| Benefits: |
excellent
|
| Overnight Travel: |
No Required Travel |
| Relocation Assistance: |
No |
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