11 дней назад
Financial Advisor
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor (Investment Products/Financial Planning): Building and managing customer investment portfolios through financial planning, investment solutions, and relationship reviews with an accent on customer objectives, portfolio strategy, and regulatory compliance. Focus on prospecting, developing client networks, providing expert investment guidance, and supporting customer relationships in a branch-based environment.
Location: Little Rock, Arkansas, United States; branch-based position at Little Rock Main.
Total compensation earning potential: $43,888–$150,000+, including base and variable compensation.
Company
provides banking and financial services, including investment and wealth management solutions.
What you will do
- Build a portfolio of bank customers by understanding financial positions, objectives, and long-term goals.
- Provide investment solutions, financial planning services, and in-depth guidance.
- Identify and follow up on relationship opportunities through prospecting, leads, and local community involvement.
- Develop and maintain a strong client network and sales pipeline.
- Conduct investment performance and relationship reviews while applying portfolio planning expertise.
- Follow corporate, regulatory, and industry compliance protocols.
Requirements
- High school diploma or GED.
- At least six months of related experience.
- Series 7 license.
- Series 63 and 65 licenses, or Series 66 license.
- Life Insurance License must be obtained within 60 days of employment start.
- Previous branch-based Financial Advisor experience is expected for the ideal candidate.
Nice to have
- Bachelor’s degree.
- Certified Financial Planner, Chartered Financial Consultant, or Certified Retirement Specialist designation.
- Two years of Financial Advisory experience.
Culture & Benefits
- Full-time employment with commission incentive eligibility based on performance against defined goals.
- Paid vacation and sick time.
- 401(k) with company match.
- Medical, dental, vision, disability, life insurance, health savings account, and flexible spending account benefits.
- Parental leave, employee assistance, and associate volunteer programs.
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