Associate Consultant Information

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Camden National Corporation

Camden National Corporation is a bank holding company. The Company is a diversified financial services provider. The primary business of the Company and its subsidiaries is to attract deposits from, and to extend loans to, consumer, institutional, municipal, non-profit and commercial customers. The Company makes its commercial and consumer banking products and services available directly and indirectly through its subsidiary, Camden National Bank (Bank), and the Bank’s division, Union Trust, ... Read More

Address	Two Elm Street, P.O. Box 310 CAMDEN, ME 04843 United States
Website	/www.camdennational.com/
Holding	No Holding Details

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Associate Consultant

Camden Financial Consultants, a leading provider of investments, insurance and financial planning, is seeking an new team member to join the CFC sales team. Qualified candidates will have sales experience and some exposure to business development, and a high degree of integrity.

The Associate Consultant role is for a licensed person (series 7 and 63), and would be a great fit for someone new to the industry, excited for a career path which could lead to a full broker position.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

·        Sell investment management and other products and services to prospects in a designated region under an assigned sales goal, with an increasing emphasis on developing outside referral sources

·        Develop new investment management and financial planning business through internal referrals and actively developing and following up on outside referral sources

·        Make prospect visits, develop knowledge of prospect financial situations, propose solutions and close sales

·        Provide information to answer questions involving estate, tax and retirement planning based on extensive personal knowledge of financial advisory, portfolio management, retirement plan, tax and other areas

·        Maintain network of inside and outside referral sources for new business.

·        Ensure work is in compliance with applicable laws, regulations and guidelines; policies include, but are not limited; to Know Your Customer, anti-money-laundering policies, and FINRA rules and regulations.

Other Job Information

Vacancy type:	Full Time	Contact Mode:	not provided
Fax:	207-230-2322	Contact Name:	not provided
Job Duration:	not provided	Phone:	not provided
Email:	careers@camdennational.com