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10 часов назад

Financial Advisor - First Horizon Bank (Finance)

80 000 - 120 000$
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 - First Horizon Bank (Finance): Building and expanding a client base while creating investment and financial solutions for First Horizon Bank clients with an accent on investment sales, client referrals, and open-architecture product access. Focus on developing client relationships, applying securities and insurance licenses, and tailoring solutions to individual financial goals.

Location: Mobile, Alabama, United States

Salary: $80,000–$120,000 annually, plus eligibility for sales incentive compensation.

Company

hirify.global’s Investment Program provides bank clients with financial services through an advisor associated with LPL Financial.

What you will do

  • Build and develop a strong client base through the bank’s referral system and existing client relationships.
  • Identify new clients within the bank’s customer base and local community.
  • Create investment and financial solutions tailored to individual client goals.
  • Use LPL Financial’s technology, tools, services, and firm-wide resources to grow the advisory business.
  • Provide access to investment products from leading third-party product sponsors through an open-architecture platform.

Requirements

  • Series 7 and Series 66 licenses required; Series 63/65 may apply.
  • 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 advisory services.
  • Open architecture with thousands of investment products from third-party sponsors.
  • Resources and expertise to support client solution development.
  • Opportunity to grow an advisory business using the bank’s reputation, community presence, and client referral network.
  • Freedom to create solutions without proprietary product restrictions.

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