15 часов назад
Financial Advisor - Capital City Bank
50 000 - 120 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor - Capital City Bank (Investment Sales): Advising bank clients and developing investment businesses through an existing book of business, bank referrals, and community relationships with an accent on tailored financial solutions and open-architecture investment products. Focus on building client relationships, supporting financial goals across life stages, and growing advisory business with LPL technology and resources.
Location: West Point, Georgia, United States
Pay range: $50,000–$120,000 per year, plus eligibility for sales incentive compensation.
Company
’s Investment Program provides clients with financial services through an association with LPL Financial.
What you will do
- Service an existing book of business upon hire.
- Build and expand a client base through the bank’s referral system and client relationships.
- Advise individuals and families on financial solutions throughout their financial lives.
- Create tailored client solutions using an open-architecture platform without proprietary product restrictions.
- Develop the advisory business across branch territories with significant deposit bases.
- Use LPL Financial’s technology, tools, services, and firm-wide resources to support clients.
Requirements
- Series 7 and Series 66, or Series 63/65, required.
- Insurance license required.
- At least three years of investment sales experience.
- Employment is with ; LPL Financial holds the securities and insurance licenses in accordance with regulatory requirements.
Culture & Benefits
- Support an established local community and client base.
- Access proprietary technology and customized services from LPL Financial.
- Access thousands of investment products from third-party product sponsors.
- Receive resources and expertise to develop client-specific financial solutions.
- Benefit from the bank’s reputation, community standing, and referral network.
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