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12 часов назад

Financial Advisor - 1st MidAmerica CU - Bethalto, IL

40 000 - 60 000$
Формат работы
onsite
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 - 1st MidAmerica CU - Bethalto, IL (Investment Sales): Supporting credit union members with financial solutions and growing an advisory client base through existing business, referrals, and community relationships with an accent on investment products, insurance services, and client-specific recommendations. Focus on servicing an existing book of business, developing new clients, and creating solutions through an open architecture platform.

Location: Bethalto, Illinois, United States; onsite at 1st MidAmerica Credit Union

Salary: $40,000–$60,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with TruStage to provide financial services through credit union investment programs; employment for this role is with TruStage, while hirify.global holds the required securities and insurance licenses.

What you will do

  • Support 1st MidAmerica Credit Union members with financial solutions throughout their financial lives.
  • Service an existing book of business upon hire.
  • Build a client base through the credit union’s referral system and member network.
  • Develop new client relationships across several branch territories.
  • Create investment solutions tailored to client goals without proprietary product restrictions.
  • Use LPL tools, technology, products, and firm resources to grow the advisory business.

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.
  • Ability to work onsite in Bethalto, Illinois.

Culture & Benefits

  • Access to proprietary technology and customized support services.
  • Open architecture platform with thousands of investment products from third-party sponsors.
  • Resources and expertise to develop client-specific solutions.
  • Existing credit union referral channels, branch territories, and community relationships to support business growth.

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