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14 часов назад

Financial Advisor (Investment Sales)

60 000 - 80 000$
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 (Investment Sales): Building and growing a client base for Spokane Teacher Credit Union members by providing investment and financial solutions with an accent on referral-based client acquisition, open-architecture products, and personalized advice. Focus on managing client relationships, developing new business, and applying securities and insurance expertise to support clients’ financial goals.

Location: Kennewick, Washington, United States

Salary: $60,000–$80,000 per year, plus eligible sales incentive compensation

Company

hirify.global operates a community investment program with financial services supported by LPL Financial.

What you will do

  • Build and grow a client base through the credit union’s member referral system.
  • Serve members at multiple branch territories and identify new client opportunities.
  • Create personalized financial and investment solutions without proprietary product restrictions.
  • Use LPL Financial’s technology, investment platform, tools, and firm-wide resources to support clients.
  • Help individuals and families address financial goals throughout every stage of their financial lives.

Requirements

  • Series 7 and Series 66 licenses required; Series 63/65 combination accepted.
  • 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

  • Access to proprietary technology and customized support services.
  • Open-architecture investment platform with thousands of products from third-party sponsors.
  • Resources and expertise to develop client-specific solutions.
  • Opportunity to grow an advisory business using the credit union’s community reputation, member base, and referral network.

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