Wealth Management Sales Assistant

Wealth Management Sales Assistant

Are you an experienced Customer Service professional in the Financial Services industry, perhaps with Wealth Management experience or Licensing, looking to advance in your career? If so, we need you!

At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company.

About the Job :

Join Independent Bank as a Wealth Management Sales Assistant reporting to the Wealth Management Program Manager. You'll help run our Independent Financial & Insurance Services call center, delivering exceptional service to brokerage customers and acting as an internal sales associate for seven investment reps and licensed platform bankers. Other duties as assigned, with potential for future full-time advancement. Licensing is desirable, but not required. Be part of our mission of inspiring financial independence today, with tomorrow in mind.

Why You Should Apply :

• Comprehensive total rewards package.
• A knowledgeable, goal-driven, and exciting team of colleagues.
• Exposure to different areas of banking and the ability to work with leaders within the industry.
• Community-focused events and volunteer opportunities.

What You Will Do :

Sales Assistant - Approx. 30%

Clerical - Approx. 70%

Knowledge, Skills, and Abilities :

Be Proud. Be YOU. Be Independent!