New 
VP, Investment Executive
 Dollar Bank, FSB | |
life insurance
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 United States, Ohio, Cleveland | |
 Sep 30, 2026 | |
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The VP, Investment Executive at Dollar Bank is responsible for providing discretionary investment guidance for businesses and individuals, expected to provide sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts, commodities and alternative investments, among others.
The role is responsible for building and maintaining long-term relationships with a portfolio of financially successful clients. As the external face of Dollar Bank, the VP, Investment Executive is expected to work closely with key firm personnel to provide a superior client experience across the full spectrum of the client's financial life. Qualifications: *Bachelor's Degree required. Will consider commensurate experience. *Minimum three years of experience selling mutual fund products, life insurance, stocks and bonds. *5 years of experience or $50,000,000 in booked assets in the program. *NASD Series 7, Series 63, Series 65 or 66 & Life and Health Licenses. *Strong interpersonal skills. *Strong time management and organizational skills. *Ability to prioritize and manage multiple projects. *Functional familiarity with all aspects of Windows applications and navigation as well as competency with Microsoft Word of a similar word processing program. Principal Activities and Duties: *Make outgoing calls to assigned accounts/leads from Dollar Bank personnel, set appointments and make presentations. *Develop and maintain lead generation through centers of influence to promote Dollar Bank's core values and increase book of business. *Provide full array of Financial planning for clients, dependent upon their needs, to include both Brokerage and Advisory services, inclusive of mutual fund products, life insurance products, stocks, bonds and investment CDs and other investments as appropriate. *Maintain effective relationships with all branch personnel. Conduct training and sales meetings with assigned partnerships and Licensed Bank Employees. *Stay current and up-to-date on products and tax laws affecting customers' finances. *Evaluate customer current and future needs through a thorough review of their current life's situation and develop a plan for each customer, as appropriate. *Ensure in all cases product/risk suitability for each customer. *Meet goals established for production, outbound calls, cross referrals, etc... and report progress. *Maintain strong closing ratio from prospect to sale. *Be well informed of the competitor environment. *Complete and file all necessary paperwork. Comply with all rules, regulations and policies of Dollar Bank, Cetera, all State and Federal securities regulators and self-regulatory organizations. *Maintain files in accordance with Cetera guidelines, NASD, SEC, insurance department and regulatory authorities. *All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. | |