7 часов назад
Financial Advisor - Fibre Federal Credit Union (Finance)
62 000 - 62 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor - Fibre Federal Credit Union (Finance): Providing investment and financial services to credit union members while managing and expanding an existing client base with an accent on investment sales, client solutions, and community-based referrals. Focus on developing tailored portfolios through an open architecture platform, acquiring new clients, and supporting members across their financial goals.
Location: Tillamook, Oregon, United States
Salary: $62,000 annually, plus eligible sales incentive compensation.
Company
partners with credit unions to provide investment and financial services through local credit union investment programs.
What you will do
- Provide financial and investment solutions to Fibre Federal Credit Union members.
- Service an existing book of business from the start of employment.
- Build and expand a client base through the credit union’s referral system and member community.
- Develop client solutions using an open architecture platform without proprietary product restrictions.
- Use ’s tools, technology, customized services, and firm-wide resources to grow the advisory business.
Requirements
- Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
- Insurance license required.
- At least three years of investment sales experience.
- Employment is with Fibre Federal Credit Union; holds the securities and insurance licenses in accordance with regulatory requirements.
Culture & Benefits
- Access to proprietary technology and customized advisory services.
- Access to thousands of investment products from third-party product sponsors.
- Resources and expertise across to support client solution development.
- Opportunity to work with an established credit union reputation and community presence.
- Eligible sales incentive compensation in addition to the stated salary.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
6 часов назад
Financial Advisor - Central Bank
50 000 - 70 000$
6 часов назад
Financial Advisor (Investment Sales)
62 000 - 80 000$
15 часов назад
Financial Advisor (Investment Sales)
60 000 - 80 000$
15 часов назад
Financial Advisor - Capital City Bank
50 000 - 120 000$
8 часов назад
Financial Advisor – Utah Community Credit Union
70 000 - 175 000$
3 часа назад
Financial Advisor
50 000 - 75 000$