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14 дней назад

Financial Advisor (Investment Sales)

50 000 - 75 000$
Формат работы
onsite
Тип работы
fulltime
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 (Investment Sales): Building and growing a client base for credit union members in Marquette with an accent on investment solutions, referral-based client development, and access to open-architecture products. Focus on advising families, creating customized financial solutions, and managing securities and insurance licensing requirements.

Location: Marquette, Michigan, United States; onsite at Embers Credit Union

Salary: $50,000–$75,000 per year, plus eligible sales incentive compensation

Company

hirify.global provides financial services through its partnership with LPL Financial and the investment program at Embers Credit Union.

What you will do

  • Build and grow a client base through Embers Credit Union’s member referrals and community relationships.
  • Help individuals and families identify financial goals and develop suitable investment solutions.
  • Develop new client relationships through the credit union’s member base and branch territories.
  • Use an open-architecture platform with access to investment products from third-party sponsors.
  • Leverage LPL Financial’s technology, tools, resources, and support to grow the advisory business.

Requirements

  • Series 7 and Series 66, or Series 63/65, required
  • Insurance license required
  • At least three years of investment sales experience
  • Employment is with hirify.global; LPL Financial holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

  • Referral opportunities through the credit union’s established member base.
  • Access to several branch territories with significant deposit bases.
  • Freedom to create client solutions without proprietary product restrictions.
  • Access to proprietary technology and customized services.
  • Resources and expertise to support client solutions and investment program growth.

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