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Remote Trust & Fiduciary Investment Advisor

L3

summrDallas, TX2 days ago
Summr in Dallas, TX is hiring an Investment Sales Associate to develop relationships with trustees and fiduciaries for institutional investment solutions. This role involves educating fiduciaries on tailored investment strategies and ensuring compliance with regulations. The ideal candidate holds a Bachelor's degree, possesses strong communication skills, and has experience in relationship-based sales. Summr offers competitive salary, commissions, and comprehensive benefits including health insurance and training programs.
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Apply now (opens in a new tab)

Level

JuniorL3

Location

Dallas, TX

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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