7 часов назад
Financial Advisor (Finance)
50 000 - 285 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
partners with TruStage to provide financial services through credit unions; employment for this role is with TruStage at Arkansas FCU, while 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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