Investment Officer

Investment Officer

Investment Officer for dynamic organization hdqtrs. in Texas. The ideal candidate will have Series 7 and 63, expertise understanding a balance sheet, consultative relationship driven approach to retain inherited portfolio of clients working with Financial Institutions across the nation. The primary duty of this position is to solicit term investments to member financial institutions. The Investment Officer/Senior Investment Officer will be in charge of cultivating and managing relationships of assigned financial institutions with the goal of increasing market share for our organizaiton and achieving the individual sales goals set by management.

Term investments include fixed income securities and certificates of deposits (through Primary Financial’s Simpli

CD program). Other products to solicit are Nonmember Deposit Issuance, Subordinated Debt Issuance and Loan Participations. Opportunity to work remote/hybrid or onsite. Some travel involved. Must have a clean FINRA. Excellent career growth and earning potential with a known brand with collaborative leadership, family and employee centric culture. Opportunity for full remote for the right person. If this sounds like you and you're ready to take your career to the next level email your confidential resume to

Compensation:
$250,000 per year