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Текст:
Hirify AI/Оригинал
TL;DR
Financial Advisor - South Mississippi (Wealth Management): Building and managing bank-customer portfolios through investment solutions, financial planning, and relationship development with an accent on customer objectives, portfolio planning, and investment knowledge. Focus on prospecting, maintaining client pipelines, conducting investment reviews, and meeting compliance requirements.
Location: Hattiesburg, Mississippi, United States; office address in Gulfport, Mississippi
Total compensation earning potential: $43,888–$150,000+ including base and variable compensation.
Company
hirify.global provides banking and wealth-management services.
What you will do
Build a portfolio of bank customers by understanding their financial standing and short- and long-term goals.
Provide investment solutions, products, and financial-planning guidance.
Identify relationship opportunities through prospecting, lead utilization, and local market or community involvement.
Build and maintain a client network and sales pipeline.
Provide portfolio planning expertise and conduct investment-performance and relationship reviews.
Keep junior staff informed about investment products and opportunities while following compliance and industry 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.
The position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
Full-time employment with eligibility for incentive and commission plans based on defined performance metrics and 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 program, and associate volunteer program.
Hiring process
Applications are accepted electronically through the Regions career site for at least five business days from posting and may close earlier or remain open longer depending on business needs.
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