Meet with high net worth clients and business clients referred through the efforts of Regional Account Executive to address defined planning/insurance needsģ. Meet with high net worth and ultra high net worth clients of Wealth Advisors as a member of the advisory and financial planning teamĢ. Specific activities may change from time to time.ġ. Other duties may be performed, both major and minor, which are not mentioned below. Active FINRA registration is a Must!įollowing is a summary of the essential functions for this job. Position will be remote but must reside in the Atlanta or Miami area. This life insurance platform is wholly owned by the bank. Be responsible for selling life insurance through a consultative planning process in an exclusive relationship with the Wealth and commercial banking divisions of a large regional bank.
