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15 часов назад

Financial Advisor - Capital City Bank

50 000 - 120 000$
Тип работы
fulltime
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 - 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

hirify.global’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 hirify.global; LPL Financial holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

  • Support an established local community and hirify.global 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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