6 дней назад
Financial Advisor
45 000 - 100 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor (Investment Services): Serving First Neighbor Bank clients by managing an existing book of business, building client relationships, and creating tailored financial solutions with access to broad investment products. Focus on investment sales, securities and insurance licensing, developing new clients through bank referrals, and supporting clients across their financial lives.
Location: Casey, Illinois, United States
Salary: $45,000–$100,000 per year, plus eligible sales incentive compensation.
Company
partners with banks to provide investment and financial services, while employment for this role is with First Neighbor Bank.
What you will do
- Service an existing book of business upon hire.
- Build and manage a client base through the bank’s referral system and community relationships.
- Develop financial solutions tailored to clients’ goals using an open architecture platform.
- Identify new clients through First Neighbor Bank’s customer base and branch territories.
- Support clients and families with financial solutions throughout their financial lives.
Requirements
- Series 7 and Series 66, or Series 63/65, required.
- Insurance license required.
- Three or more years of investment sales experience.
- Ability to work in Casey, Illinois, United States.
- Employment is with First Neighbor Bank; holds the securities and insurance licenses in accordance with regulatory requirements.
Culture & Benefits
- Access to proprietary technology and customized services.
- Access to thousands of investment products from third-party product sponsors.
- Resources and expertise to develop client solutions.
- Freedom to create solutions based on individual client goals without proprietary product restrictions.
- Opportunity to grow an advisory business using the bank’s reputation, community presence, client base, and referral network.
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