Job Summary
A financial company has a current position open for a Telecommuting Regional Financial Vice President in Chicago.
Candidates will be responsible for the following:
- Representating all products distributed and marketed by Columbia Management
- Identifying client needs and provides investment and business solutions to the financial advisor
- Conducting sales or product training meetings and public seminars for financial advisors
Applicants must meet the following qualifications:
- Bachelors degree or equivalent
- Minimum of 3-5 years in mutual fund/separate account wholesaling or supporting a mutual fund/separate account wholesaler
- Series 7 required
- Series 63 or 66 required
- In depth working knowledge and experience with mutual funds and separate accounts
- Self driven - able to manage territory budget and to operate autonomously
