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SALES ASSISTANT, INVESTMENTS
Job Number : 13869
Job Location :  Ann Arbor, MI
Job Category : Investments
Job Type : Full Time
 

Old National Bank was established in 1834. Today we are the largest financial services holding company headquartered in Indiana. We provide an array of services to our clients which include Retail Banking, Investments, Wealth Management and Insurance. At Old National we believe that by helping our associates balance work life with home life, we create a more productive workforce and a stronger company.

In 2018, Ethisphere Institute announced Old National Bank as one of the World’s Most Ethical Companies for the seventh consecutive year.

Old National Bank is seeking a full-time Investment Sales Assistant (licensing preferred but not required) for the Ann Arbor, MI market. In this role, you will provide support to our Investment Brokers in meeting the needs of our Brokerage clients. Our Sales Assistants perform a wide array of duties ranging from administrative activities, such as opening new accounts and performing account maintenance, to client related tasks, including calling clients to schedule appointments and assisting Investment Brokers as needed to take unsolicited orders.

The ideal candidate will have:
• Two plus years of securities industry experience preferred
• Series 7 and either 63 or 66 license preferred

• Insurance license preferred
• Experience utilizing a Contact Management System such as Salesforce or Red Tail preferred

• Strong sales support skills and customer service skills required

 

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

 

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the SVP Talent Acquisition Manager, to fill a specific position.



 
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