6 часов назад
Financial Advisor - First Interstate Bank
80 000 - 120 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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 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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