1 день назад
Financial Advisor - Flagstar Bank
60 000 - 200 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor - Flagstar Bank (Investment Sales): Building and expanding a client base through Flagstar Bank referrals and community relationships with an accent on investment products, insurance solutions, and personalized financial planning. Focus on developing client solutions across an open-architecture platform, supporting clients' financial goals, and growing investment advisory business.
Location: Long Island, NY, United States
Salary: $60,000–$200,000 per year, plus eligible sales incentive compensation.
Company
partners with banks to provide financial services through bank investment programs, with employment for this role held by Flagstar Bank.
What you will do
- Build and grow a client base through Flagstar Bank's referral system and existing client relationships.
- Help individuals and families with financial solutions throughout different stages of their financial lives.
- Develop personalized investment and insurance solutions without proprietary product restrictions.
- Use 's technology, tools, and support 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 accepted as applicable.
- Insurance license required.
- Three or more years of investment sales experience.
- Must work in the Long Island, NY location.
Culture & Benefits
- Access to proprietary technology and customized services.
- Resources and expertise to support client solution development.
- Thousands of investment products from third-party product sponsors.
- Support from 's investment program experience and financial institution resources.
- Opportunity to work with Flagstar Bank's established reputation and community presence.
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