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7 часов назад

Financial Advisor (Investments)

70 000 - 150 000$
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 (Investments) (Investment Sales): Building and growing a client base through Red River Bank’s referral system while providing investment and insurance solutions with an accent on client relationships, open-architecture products, and personalized financial planning. Focus on developing new business, creating solutions from third-party investment products, and supporting clients across their financial lives.

Location: Shreveport, Louisiana, United States

Salary: $70,000–$150,000 per year, plus eligible sales incentive compensation.

Company

hirify.global’s Investment Program, supported by LPL Financial, provides clients with investment, insurance, and other financial services.

What you will do

  • Build and grow a client base through hirify.global’s referral system and existing customer relationships.
  • Identify and acquire new clients through the bank’s community presence and client base.
  • Develop personalized financial solutions using an open-architecture platform and third-party investment products.
  • Support clients and families across different stages of their financial lives.
  • Use LPL Financial’s technology, tools, and firm-wide resources to grow the advisory business.

Requirements

  • Series 7 and Series 66 licenses required; Series 63/65 may be accepted as applicable.
  • Insurance license required.
  • At least three years of investment sales experience.
  • Employment is with hirify.global; LPL Financial holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

  • Access to proprietary technology and customized advisory services.
  • Open-architecture access to thousands of investment products from leading third-party sponsors.
  • Resources and expertise to create solutions tailored to client goals.
  • Referral support and the opportunity to build a business through the bank’s reputation and community standing.

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