Job Information
Community Resource Bank Investment Services Associate in Northfield, Minnesota
Primary Functions: This position is located at our Northfield, MN location and provides an opportunity to work alongside and learn from the Cetera Investment Services Manager who has 30 years of experience in the industry. CRB partners with Cetera Investment Services LLC to manage its investment business. The primary responsibilities will be to support the Cetera Investment Services Manager and the bank s Investment Department by selling, establishing, and servicing a portfolio of investment and insurance products. This will include, but not limited to, fixed and variable annuities, mutual funds, individual stocks & bonds, retirement plans, fee-based account, life insurance, disability insurance, and long-term care insurance as permitted by licensing. This position will also support the overall sales environment within the branch and may have sales volume and cross-selling goals established. Will set up appointments with existing and prospective clients, develop client presentations, process transactions, and office administration. Applicant will need to have FINRA Series 7 and 63 Securities Licenses.