5 дней назад
Financial Advisor - Commerce Bank
50 000 - 90 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor - Commerce Bank (Investment Sales): Serving bank clients with investment and insurance solutions while managing an existing book of business and developing new client relationships with an accent on personalized financial planning and open-architecture products. Focus on building client relationships, growing referral-based business, and delivering solutions across clients’ financial life stages.
Location: Overland Park, KS, United States
Salary: $50,000–$90,000 per year, plus eligible sales incentive compensation.
Company
partners with Commerce Bank to provide investment and financial services to bank clients; employment is with Commerce Bank, while holds the required securities and insurance licenses.
What you will do
- Serve Commerce Bank clients with investment and financial solutions.
- Service an existing book of business upon hire.
- Build and grow a client base through the bank’s referral system and client network.
- Develop personalized solutions using an open architecture platform and non-proprietary products.
- Support clients and families across different stages of their financial lives.
- Grow the advisory business using LPL’s technology, tools, resources, and support.
Requirements
- Series 7 and Series 66, or Series 63/65, required.
- Insurance license required.
- Three or more years of investment sales experience.
- Work from the Overland Park, Kansas location.
Culture & Benefits
- Access to proprietary technology and customized services.
- Access to thousands of investment products from third-party product sponsors.
- Firm-wide resources and expertise for creating client solutions.
- Freedom to tailor solutions to individual client goals.
- Existing bank relationships, branch territories, and community presence support business development.
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