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Описание вакансии
Текст:
Hirify AI/Оригинал
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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