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10 дней назад

Financial Advisor - Nashville, TN

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 - Nashville, TN (Investments): Building and managing a portfolio of bank customers through investment solutions, financial planning, and relationship development with an accent on portfolio planning, customer goals, and investment expertise. Focus on prospecting, maintaining client pipelines, conducting performance reviews, and adhering to financial industry compliance requirements.

Location: Onsite at Music Row, 1600 Division St., Nashville, Tennessee 37203, United States

Total compensation earning potential: $43,888–$150,000+; compensation includes base and variable pay.

Company

hirify.global provides banking and financial services.

What you will do

  • Build and manage a portfolio of bank customers based on their financial objectives, current position, and short- and long-term goals.
  • Provide investment solutions, products, and in-depth financial planning guidance.
  • Identify and follow up on relationship opportunities through prospecting, lead utilization, and local community involvement.
  • Build and maintain a client network and pipeline.
  • Conduct investment performance and relationship reviews while keeping junior staff informed about products and opportunities.
  • Follow corporate, industry, and compliance 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.
  • Previous branch-based Financial Advisor experience is expected for the ideal candidate.

Nice to have

  • Bachelor's degree.
  • Certified Financial Planner, Chartered Financial Consultant, or Certified Retirement Specialist designation.
  • Two years of Financial Advisory experience.

Culture & Benefits

  • Full-time, incentive-eligible position with participation in a commission incentive plan.
  • Paid vacation and sick time.
  • 401(k) with company match, medical, dental, vision, disability, health savings account, and flexible spending account benefits.
  • Life insurance, parental leave, employee assistance program, and associate volunteer program.
  • Position is exempt from timekeeping requirements and is not eligible for overtime pay.

Hiring process

  • Applications are accepted electronically through the Regions career site for at least five business days from the posting date; higher-volume postings may remain open longer or close earlier at the company's discretion.

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