13 дней назад
Financial Advisor
80 000$
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor (Investment Services): Serving credit union members and growing an investment advisory business through an existing book of business, referrals, and client acquisition. Focus on creating non-proprietary investment solutions, managing client relationships, and using open-architecture investment products and advisory technology.
Location: Manchester, NH, United States
Salary: $80,000 per year, plus sales incentive compensation.
Company
partners with TruStage and St. Mary’s Bank to provide investment and financial services to credit union members; employment for this role is with TruStage.
What you will do
- Serve St. Mary’s Bank members with financial and investment solutions.
- Service an existing book of business upon hire.
- Build a client base through the credit union’s referral system and member community.
- Develop client solutions without proprietary product restrictions.
- Grow the advisory business using LPL’s tools, technology, and support.
Requirements
- Series 7 and Series 66 licenses, or Series 63 and 65, required.
- Insurance license required.
- At least three years of investment sales experience.
- Work in Manchester, New Hampshire, United States.
Culture & Benefits
- Access to proprietary technology and customized advisory services.
- Open-architecture platform with thousands of investment products from third-party sponsors.
- Firm-wide resources and expertise for developing client solutions.
- Freedom to create solutions aligned with individual client goals.
- Opportunity to work with a credit union serving its local community.
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