7 часов назад
Financial Advisor (Investments)
70 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
’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 ’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 ; 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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