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7 часов назад

Financial Advisor (Finance)

50 000 - 285 000$
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 (Finance): Serving credit union members in Little Rock by managing an existing book of business, developing client relationships, and delivering investment and insurance solutions with an accent on open-architecture advice and community-based referrals. Focus on building a client base, creating tailored financial solutions, and applying securities and insurance licensing in investment sales.

Location: Little Rock, Arkansas, United States

Salary: $50,000–$285,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with TruStage to provide financial services through credit unions; employment for this role is with TruStage at Arkansas FCU, while hirify.global holds the required securities and insurance licenses.

What you will do

  • Serve Arkansas FCU members through the credit union’s investment program.
  • Service an existing book of business from the start of employment.
  • Build and expand a client base through member referrals and new client development.
  • Create financial solutions tailored to clients’ goals without proprietary product restrictions.
  • Use LPL’s technology, investment platform, and firm-wide resources to support client relationships.

Requirements

  • Three or more years of investment sales experience.
  • Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
  • Insurance license required.
  • Ability to work with credit union members and develop investment and insurance solutions.

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 help develop client solutions and grow the advisory business.
  • Opportunity to work within a community-focused credit union investment program.

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