CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers.
Responsibility for the day to day management of a branch based investment territory, including but not limited to; development of new investment and insurance sales; servicing existing client relationships; and developing and cultivating branch based delivery channel.
Typical minimum education: Bachelor’s degree or equivalent work experience.
Typical minimum experience: 3+years experience.
Technical knowledge and skills: Series 6 & 63 licenses and LA & H required and FC must have all state mandated licenses to sell full array of our products within 6 months of hire. Series 7 & 24 licenses preferred.
Excellent oral and written communication skills.
Knowledge of Microsoft Word products.
Team oriented, collaborative, and strong work ethic qualities desired.
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Monday-Friday 8:00AM-5:00PM
Equal Employment Opportunity
It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state and/or local laws.