What are the responsibilities and job description for the VP, Investment Representative 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 covering the Indianapolis, IN area 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 (Finance or Business-related fields preferred) or equivalent work experience.
- 7 years working knowledge of securities industry, thorough knowledge of investments and employee benefit plans.
- Series 7, 66 securities registration required.
- Life and Health Insurance licenses 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.
