What are the responsibilities and job description for the Investment Officer position at Lake City Bank?
Are you experienced in investment sales and interested in joining a company that cares about your future? Do you have excellent listening skills and an ability to effectively present information and respond to questions? As an Investment Officer you will:
- Meet with customers to determine their risk profile, time horizon and purpose for investment.
- Discuss and disclose all appropriate options and their fees.
- Complete all appropriate applications, disclosures, suitability and other requirements provided to the customer.
Required Qualifications Include:
- Bachelor's degree from a four-year college or university.
- Three plus years investment experience required.
- Chartered Financial Analyst Designation and/or MBA preferred.
Lake City Bank is proud to be an equal opportunity employer committed to a diverse, inclusive workplace. Employment at Lake City Bank is based solely on business needs, a person’s merit, and qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, protected veteran status, or any other characteristic protected by law. Lake City Bank will not tolerate discrimination or harassment based on any of these characteristics.
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