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Wealth Management Sales, Indiana
Uncapped incentive! The long and short of it is our client will pay for performance. Leading financial institution who has the lion share in their market seeks someone to sell trust, investment management, and financial planning to high net worth individuals. Additionally he or she will cross sell other bank products. Leads will be generated by building an internal network and an external network in the community. Position is open due to promotion. For more information, contact Maggie Cunningham, CPC, BancSearch, Inc at maggie@bancsearch.com.
Maggie Cunningham, CPC
BancSearch, Inc.
P.O. Box 700516
Tulsa, OK 74170
Phone 800-776-6413
Fax 918-494-2003
email: maggie@bancsearch.com
Note from the Editor
Trusts & Estates is the town center where experts who serve the ultra-wealthy's planning needs gather to gain insight into their specialties and to learn about related professions. This community includes attorneys, fiduciaries, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents and valuation experts.... More about us
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Don Kelley's Tech Review
Trusts & Estates magazine is pleased to present the monthly Technology Review by Donald H. Kelley -- a respected connoisseur of software and Internet resources wealth management advisors use to further their practices.
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