VP, Investment Representative

Cetera Investment Services is looking for a motivated individual to fill the role of a VP, Investment Representative for Lake City Bank in Duluth, MN. For more information, and to apply online, please scroll down.VP, Investment RepresentativeFull Time Salary Exempt Sales Elkhart Beardsley, Elkhart, IN, USAre you experienced in investment sales and interested in joining a company that cares about your future? Do you have excellent listening skills and an ability to effectively present information and respond to questions? As an Investment Officer based in Elkhart, IN you will:Meet with customers to determine their risk profile, time horizon and purpose for investment.Discuss and disclose all appropriate options and their fees.Complete all appropriate applications, disclosures, suitability and other requirements provided to the customer. Required Qualifications Include: Bachelor's degree (Finance or Business-related fields preferred) or equivalent work experience.7+ years working knowledge of securities industry, thorough knowledge of investments and employee benefit plans.Series 7, 66 securities registration required.Life and Health Insurance licenses preferred.Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we’re committed to helping you reach your goals – both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you’ll have access to:· A clear transition plan and timeline so you know what to expect, and when· Our orientation course to give you an overview of all the tools and services available to you· Assistance with account transfers and paperwork, and frequent updates on their status· Help with communications to your current clients about your transition· In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform· New business cards, stationery, and email address· An introduction to our vast marketing resources, so you can start using them with current and prospective clientsIf you are interested in this position, please attach a copy of your resume with your application.

Created: 2025-06-03