8 дней назад
Financial Advisor
50 000 - 75 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor (Investment Sales): Supporting credit union members with financial solutions, managing an existing book of business, and developing new client relationships with an accent on investment products, insurance, and personalized advisory services. Focus on building client solutions across an open architecture platform, growing the credit union’s investment program, and serving members’ financial goals.
Location: Duluth, Minnesota, United States
Salary: $50,000–$75,000 per year, plus eligibility for sales incentive compensation.
Company
partners with TruStage to provide financial services through credit union investment programs. Employment is with TruStage, while holds the required securities and insurance licenses.
What you will do
- Serve members of Minnesota Power Employee Credit Union across their financial life stages.
- Service an existing book of business after joining.
- Build and grow a client base through the credit union’s referral system and member network.
- Develop personalized financial solutions without proprietary product restrictions.
- Use ’s technology, investment platform, tools, and support resources.
- Support the growth of the credit union’s investment program and new client relationships.
Requirements
- Series 7 and Series 66, or Series 63/65, required.
- Insurance license required.
- Three or more years of investment sales experience required.
- Work location: Duluth, Minnesota.
Culture & Benefits
- Access to proprietary technology and customized services.
- Open architecture with thousands of investment products from third-party sponsors.
- Firm-wide resources and expertise for creating client solutions.
- Freedom to tailor solutions to individual client goals.
- Access to an established credit union member base, branch territories, and referral opportunities.
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