About this role
Role Overview
- Communicate the importance of lending and cash management to financial advisors and clients
- Partner with Financial Advisors to understand their clients' needs and drive revenue
- Build cash management and lending product awareness among Financial Advisors
Requirements
- Bachelor’s degree preferred or relevant experience
- 5+ years’ experience at a wealth management firm, with direct experience in cash management and lending solutions
- SIE, Series 7 and 63, or ability to obtain within 90 days
- Strong understanding of cash management and lending products
Benefits
- Competitive compensation
- 401(k) program with company-matching contributions
- Health, dental, vision, life, and disability insurance
- Paid time off