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Director- Jordan Creek Jobs

Company

Cambridge Investment Research, Inc.
Address , Remote
Employment type FULL_TIME
Salary $90,000 - $110,000 a year
Expires 2023-10-07
Posted at 9 months ago
Job Description
Overview:
Cambridge Investment Research Inc., one of the nation’s top independent financial solutions firm, is actively looking for a person who has a passion for recruiting, sales and assisting financial professionals grow their business as a Director on the Jordan Creek team. Our Jordan Creek team is responsible for working with individual financial professionals in a back office capacity and this role will be helping manage the relationships and sales initiatives.

At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their investing clients, and our associates. Our values of integrity, commitment, flexibility, and kindness continue to guide us in the decisions we make together every day. For over 40 years we’ve delivered innovative financial solutions while offering exciting career opportunities with ongoing professional development.

A national leader as a financial solutions firm, Cambridge’s commitment to long-term professional development and work-life balance makes this a one-of-a-kind opportunity. Cambridge is a multiple-time Top Workplace Iowa and Top Workplace USA winner as voted on by our associates2. We are recognized among the leading firms in the financial advice industry as we serve over 3,800 independent financial professionals³ and hundreds of thousands of their investing clients across the country.


1 Cambridge and its predecessor broker-dealer

2The Top Workplace in Iowa recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company. More information on the methodology to qualify can be found at https://topworkplaces.com/resources/national-top-workplaces-methodology/

³As of December 31, 2022

Essential Duties:
  • Develop new recruiting leads through proactive outgoing solicitations, identifying cross-sell opportunities for current relationships through proper customer profiling and needs-based selling
  • Develop and deliver actionable plans to address areas of growth in order to create an exceptional advisor experience
  • Interface internally and externally in a professional and courteous manner to act as an advocate for the advisor and to achieve performance objectives
  • Participate in business planning, resource allocation, and budgeting related to areas of responsibility
  • Retain advisor relationships demonstrating how their businesses will benefit from the relationship with the firm; interfacing with team members and other departments to meet client needs
  • Participate in and present during the company’s various conferences and meetings
  • Act as spokesperson for the company where product expertise and positioning is required to recommend and initiate product and program development while meeting profitability and growth objectives
  • Be a trusted resource for advisors with regards to business strategy, industry changes, and branch office growth including, but not limited to, planning regular visits to advisors in offices to strengthen the relationship with the firm, and providing training sessions as appropriate
Education & Experience:
Five or more years of related experience, education and/or training.
Certificates & Licenses:
Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 is required and Series 24 preferred.

Compensation: $90,000-$110,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.


Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

  • 401K retirement plan with company matching program
  • Vacation/sick time
  • Premium benefit package including medical, vision, dental, life and long-term disability insurance
  • Eleven paid holidays
  • Profit Sharing Plan
You can find more details about our comprehensive benefits package here.

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