Teams at INB, National Association

Build and deepen client relationships, provide personalized investment and financial planning advice, manage complex portfolios, and develop new business through referrals, marketing events, and proactive prospecting. The role emphasizes client retention, face-to-face advisory meetings, tailored financial solutions, ethical service, and long-term relationship development. Candidates must hold active Series 7 and 66 licenses and bring substantial financial services, portfolio management, sales, and financial planning experience.

Manage and deepen relationships with existing clients, provide tailored investment and financial planning advice, and grow business through referrals, marketing events, and proactive prospecting. Deliver face-to-face guidance across a broad range of investments while using firm systems, sales support, and client-focused software to maximize retention and portfolio outcomes.

Provide personalized investment advice and portfolio management to clients through face-to-face meetings, deepen client relationships, and drive business development via referrals, events, and proactive outreach. Utilize firm systems, sales support, and marketing to retain and grow client assets while adhering to high ethical standards.