About this role
Investment Advisor Representative at INB, N.A.. Location: Miami, Florida, United States. Role: deepen relationships, drive referrals, conduct meetings Requirements: 3+ years proactive sales; 5+ years as licensed advisor; bilingual valued; FINRA Series 7 and 66. Category: Sales Seniority: Mid Level Tools: CRM, Portfolio management software, Sales enablement tools Certifications: finra series 7, finra series 66 Commitment: Full Time Workplace: Onsite Languages: English