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.

Own and support business application platforms across financial-services portfolios. Responsibilities include roadmap planning, configuration, integrations, implementations, testing, process improvement, data-flow management, vendor relationships, operational controls, documentation, and change enablement. The role partners with business, technology, Finance, PMO, vendors, and executives to improve platform adoption, data quality, efficiency, risk reduction, and customer experience while evaluating automation, analytics, and AI opportunities.