series 7series 63series 66insurance licensinginvestment salesseries 65financial advising
Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
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Малоразвернуть
$44к-60к/год
$70к$83кмедиана$110к
По похожим ролям (42) ~ $83к/год
59
Средняя вакансия
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Роль консультанта и каналы привлечения клиентов описаны достаточно ясно, но акцент на продажах и нехватка деталей о повседневной поддержке делают перспективы менее предсказуемыми.
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Клиенты от банка
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Описание вакансии
Текст:
Hirify AI/Оригинал
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.
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