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5 дней назад

Financial Advisor - Commerce Bank

50 000 - 90 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global partners with Commerce Bank to provide investment and financial services to bank clients; employment is with Commerce Bank, while hirify.global 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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