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9 дней назад

Financial Advisor - Seacoast Bank

50 000 - 70 000$
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 - Seacoast Bank (Investment Sales): Building and growing a client base while providing financial solutions through Seacoast Bank’s investment program with an accent on investment products, client goals, and community banking relationships. Focus on developing client relationships, creating non-proprietary investment solutions, and managing required securities and insurance licensing.

Location: Atlanta, GA, United States

Salary: $50,000–$70,000 per year, plus eligible sales incentive compensation

Company

Seacoast Bank’s Investment Program partners with hirify.global to provide clients with financial services and investment solutions.

What you will do

  • Build and grow a client base using Seacoast Bank’s referral system and existing client relationships.
  • Support individuals and families with financial solutions throughout different stages of their financial lives.
  • Develop client solutions using an open architecture platform and access to third-party investment products.
  • Identify new clients through the bank’s client base and branch territories.
  • Use hirify.global’s technology, tools, resources, and customized services to grow the investment program.

Requirements

  • Series 7 and Series 66 licenses are required; Series 63/65 is also accepted.
  • An insurance license is required.
  • Three or more years of investment sales experience are required.

Culture & Benefits

  • Access to proprietary technology and customized support services.
  • Open architecture access to thousands of investment products from leading third-party sponsors.
  • Resources and expertise to create solutions aligned with client goals.
  • Freedom to develop solutions without proprietary product restrictions.
  • Opportunity to work with Seacoast Bank’s established referral system, branch territories, deposit base, reputation, and community relationships.

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