12 часов назад
Financial Advisor - 1st MidAmerica CU - Bethalto, IL
40 000 - 60 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
partners with TruStage to provide financial services through credit union investment programs; employment for this role is with TruStage, while 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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