10 часов назад
Financial Advisor - First Horizon Bank (Finance)
80 000 - 120 000$
Мэтч & Сопровод
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Описание вакансии
Текст:
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
’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 ; 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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