Investment Advisor Representative

Job Description

Job Description

Description:

Please Note:

This is an in-office position that is located in Miami, Florida.

At INB, a career is more than just a job; it’s a chance to make a meaningful impact in the communities we serve. As a locally owned, community-focused bank, we’re proud to help individuals, families, and businesses achieve their financial goals through personalized service and trusted relationships. Our success is driven by a team that genuinely cares about our customers, our coworkers, and our community.

When you join INB, you’re not just joining a workplace; you’re becoming part of a purpose-driven culture built on our core values:
Caring, Creative, Teamwork, Balance, Working Smart, and Assertive & Enthusiastic. Together, we make a positive difference every day for our customers and for each other.

INB Wealth’s purpose is to help everyone become financially fit. Through advocacy and innovation, INB Wealth has worked to make investing more affordable, more accessible, and more understandable for all. At INB Wealth, we respect the unique differences of our employees, our clients, and the communities we serve, striving to create a consistent and rewarding employee experience. If you share our enthusiasm for helping others, building trusted relationships, possess high ethical standards, and have a desire to learn and grow, there’s a place for you at INB!

Essential Duties and Responsibilities include the following. Other duties may be assigned.

As an Investment Advisor Representative at INB Wealth, you will work with existing clients to deepen relationships. Additionally, you will be responsible for business development through client referrals, marketing events, and proactive calls to prospects. At INB Wealth, you will have the tools, resources, and support to succeed in a sales environment. Specifically:

• Systems and tracking to maximize client retention
• Sales support and marketing
• Software designed for customized client-focused solutions

We are looking for people with a passion for helping clients. You will provide ongoing advice to clients, which will be delivered primarily during face-to-face meetings. You will work across a wide spectrum of investments as you help clients manage larger and more complex portfolios. This unique and rewarding opportunity will provide both you and your clients the ability to not only share the common desire to build portfolios, but also long-term relationships.

INB offers progressive benefits as well as a competitive compensation program, which reflects our deeply held belief that the client relationship cannot be compromised by commission payments that may incent product sales.

We value integrity, open communication, perseverance, and relentless service to our clients. If you want to work with a firm that is dynamic, client-centric, and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as an Investment Advisor Representative with INB Wealth.

This job has no supervisory responsibilities.

To perform the job successfully, an individual should demonstrate the following competencies:

• Active FINRA Series 7 and 66
• Savvy industry knowledge / Comprehensive client solution experience
• Superior relationship and client retention experience, and success
• Polished interpersonal and communication skills

• At least three years of demonstrated success in proactive sales, with a focus on delivering tailored client solutions within the financial services industry.
• A minimum of five years as a licensed advisor with strong financial planning expertise, or ten years of industry experience with an emphasis on portfolio management and / or financial planning.
• Commitment to building trusted relationships, providing personalized guidance, and helping clients achieve their financial goals.
• Bilingual abilities are highly valued and considered a strong asset.

Undergraduate degree or the equivalent; or a BA / BS college degree preferred.

INB provides health, dental, vision, and life…