Investment Officer
Company: Kreps-Colgan & Associates
Location: Dallas
Posted on: February 16, 2026
|
|
|
Job Description:
Job Description Job Description Investment Officer for dynamic
organization hdqtrs. in Texas. The ideal candidate will have Series
7 and 63, expertise understanding a balance sheet, consultative
relationship driven approach to retain inherited portfolio of
clients working with Financial Institutions across the nation. The
primary duty of this position is to solicit term investments to
member financial institutions. The Investment Officer/Senior
Investment Officer will be in charge of cultivating and managing
relationships of assigned financial institutions with the goal of
increasing market share for our organizaiton and achieving the
individual sales goals set by management. Term investments include
fixed income securities and certificates of deposits (through
Primary Financial's SimpliCD program). Other products to solicit
are Nonmember Deposit Issuance, Subordinated Debt Issuance and Loan
Participations. Opportunity to work remote/hybrid or onsite. Some
travel involved. Must have a clean FINRA. Excellent career growth
and earning potential with a known brand with collaborative
leadership, family and employee centric culture. Opportunity for
full remote for the right person. If this sounds like you and
you're ready to take your career to the next level email your
confidential resume to kim@kcexecs.com
Keywords: Kreps-Colgan & Associates, Wylie , Investment Officer, Accounting, Auditing , Dallas, Texas
