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6 часов назад

Financial Advisor - First Interstate Bank

80 000 - 120 000$
Тип работы
fulltime
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 - First Interstate Bank (Investment Sales): Serving bank clients with comprehensive financial services and building a growing advisory business with an accent on client solutions, investment products, and referral-based acquisition. Focus on managing an existing book of business, developing new client relationships, and delivering tailored investment strategies through an open-architecture platform.

Location: Sheridan, Wyoming, United States

Salary: $80,000–$120,000 per year, plus eligibility for sales incentive compensation.

Company

Provides financial advisors associated with a bank investment program with investment products, technology, and advisory support.

What you will do

  • Serve bank clients with financial services throughout every stage of their financial lives.
  • Service an existing book of business upon hire.
  • Build a strong client base through the bank’s referral system and client network.
  • Develop new client relationships across several branch territories.
  • Create tailored client solutions using an open-architecture platform and a broad range of third-party investment products.
  • Grow the advisory business with supporting tools, technology, and firm resources.

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 First Interstate Bank; securities and insurance licenses are held by hirify.global in accordance with regulatory requirements.

Culture & Benefits

  • Access to proprietary technology and customized services.
  • Open-architecture access to thousands of investment products from third-party sponsors.
  • Resources and expertise to support client solution development.
  • Freedom to create solutions aligned with individual client goals.
  • Access to the bank’s referral system, deposit base, reputation, and community standing.

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