Назад
Company hidden
12 дней назад

Financial Advisor - Simmons Bank

44 000 - 60 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
/
TL;DR
Financial Advisor - Simmons Bank (Investment Sales): Building and growing a client base by providing financial services and investment solutions to bank clients with an accent on client relationship development, referrals, and open-architecture products. Focus on designing solutions around client goals, developing new business through bank relationships, and managing required securities and insurance licenses.

Location: Fort Worth, TX, United States

Salary: $44,000–$60,000 per year, plus eligible sales incentive compensation.

Company

Bank-affiliated investment program providing financial services and investment solutions to local clients through an open-architecture platform.

What you will do

  • Build and grow a client base through bank referrals and the existing client network.
  • Develop new client relationships through the bank’s customer base and community presence.
  • Provide financial services and create investment solutions aligned with client goals.
  • Use an open-architecture platform with access to investment products from third-party sponsors.
  • Leverage advisory technology, customized services, and firm resources to support clients and grow the investment business.

Requirements

  • Series 7 and Series 66, or Series 63/65, required.
  • Insurance license required.
  • At least three years of investment sales experience required.

Culture & Benefits

  • Access to proprietary technology and customized advisory services.
  • Open-architecture platform with thousands of investment products from third-party sponsors.
  • Resources and expertise to help create client-specific solutions.
  • Referral opportunities supported by the bank’s client base, branch territories, and community reputation.

Будьте осторожны

Если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого. Это мошенники. Обязательно жмите «Пожаловаться» или пишите в поддержку. Подробнее в гайде →