Jobs in Hadley, MA

About the role

*This is not a remote role - The candidate must be local to Hadley, MA and will be on-site at UMassFive College FCU  .**

What you'll bring

• This is not a remote role - The candidate must be local to Hadley, MA and will be on-site at UMassFive College FCU.**
• We want  strong collaborators who can deliver a world-class client experience.
• We are looking for people who thrive in a  fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages  creativity  and  continuous improvement.
• High school diploma or equivalent
• Minimum of two (2) years investment sales experience
• Registration (If required by the state of hire.
• If required by state of hire and not active, must acquire within the first six months of hire)
• Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer
• Demonstrated ability to sell products and services to investment clients
• evidence of strong sales results
• Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space
• Excellent knowledge of investment/insurance products and financial planning

Benefits

Locations