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Investment banking analyst Jobs in Grand Rapids, MI

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Investment banking analyst • grand rapids mi

Last updated: 10 hours ago
  • Promoted
Investment Executive

Investment Executive

Cetera Investment Services LLCGrand Rapids, MI, United States
Full-time
Applicants are required to hold a current FINRA Series 7 and 66 (or 63 / 65) in order to be considered.The Investment Executive is responsible for providing financial planning, financial advice and i...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Investment Banking Associate

Investment Banking Associate

FINNEA GroupGrand Rapids, MI, United States
Full-time
Investment Banking Associate - Mergers and Acquisitions Team (Industry Generalist).FINNEA Group is a preeminent investment banking and financial advisory firm specializing in mergers and acquisitio...Show moreLast updated: 10 hours ago
Business Banking Manager

Business Banking Manager

Mercantile BankGrand Rapids, MI, USA
Full-time
Quick Apply
Join us as a full-time Business Banking Manager and elevate your career at Mercantile Bank in Grand Rapids, MI!.You will play a pivotal role in continuing to shape the Business Banking division at ...Show moreLast updated: 5 days ago
  • Promoted
Banking and Finance Attorney

Banking and Finance Attorney

Lexitas Legal Talent OutsourcingMichigan, United States, United States
$165,000.00–$225,000.00 yearly
Full-time
Our client, a nationally renowned law firm, seeks an associate attorney to join the banking and finance practice group.Candidates must have 3 – 5 years’ experience in banking and finance law and st...Show moreLast updated: 13 days ago
Investment Executive

Investment Executive

Cetera Investment Services LLCGrand Rapids, MI, United States
30+ days ago
Job type
  • Full-time
Job description

Applicants are required to hold a current FINRA Series 7 and 66 (or 63 / 65) in order to be considered.

The Investment Executive is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Investment Executive assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.

Job Responsibilities

The Investment Executive will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include :

  • Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances
  • Advising the customer regarding the advantages, risks, and disadvantages of different products
  • Developing internal referral resources to identify existing customers
  • Identifying external prospects and building up new client relationships
  • Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling
  • Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales
  • Maintaining all necessary licenses and registrations as required
  • Successfully completing all mandatory training in a timely manner
  • Maintaining superior and courteous service to promote products and expand customer relationships
  • Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism

Job Requirements

With a strong focus on sales and customer service, the Investment Executive should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Investment Executive include :

  • FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required)
  • Life & Health Insurance license (Required)
  • Strong sales, marketing and business development skills
  • 2+ years of experience as producing advisor
  • Bachelor’s degree preferred
  • Education and Training

    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 clients
  • If you are interested in this position, please attach a copy of your resume with your application.