Remote Trust & Fiduciary Investment Advisor
summrDallas, TX
Remote Trust & Fiduciary Investment Advisor
summrDallas, TX
3 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSales and Related Workers, All OtherIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
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.
Matching similar jobs
JOB OVERVIEW
Experience level
Junior
Location
Dallas, TX
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
3 days ago
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE (opens in a new tab)