Trust Investment Advisor
Amboy Bank•Old Bridge Township, NJ
469d•$75,000 - $125,000
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About The Position
The Trust Investment Advisor is responsible for managing the retail investment sales program, focusing on asset allocation, risk tolerance, and Modern Portfolio Theory. This role involves working closely with the Branch Manager to follow up on leads, oversee investment functions for individual and corporate clients, and manage various sales programs including annuities and life insurance. The advisor must demonstrate technical knowledge in financial planning and foster strong relationships with clients to achieve their investment goals.
