Financial Advisor - Central Bank

Location: Tulsa, Oklahoma, United States

Salary: $50,000–$70,000 per year, plus eligible sales incentive compensation.

Company

hirify.global operates an investment program in association with LPL Financial, providing banking clients with financial services and investment solutions.

What you will do

• Service an existing book of business upon joining.
• Build and expand a client base through the bank’s referral system and client network.
• Advise individuals and families on financial solutions throughout different stages of their financial lives.
• Create customized solutions using an open-architecture platform and third-party investment products.
• Develop the advisory business across multiple branch territories and support clients’ financial goals.

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 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.
• Access to thousands of investment products from third-party sponsors.
• Resources and expertise supporting financial institutions and advisors.
• Freedom to create solutions tailored to individual client goals.
• Opportunity to work with a bank serving the local community and benefit from its referral network and reputation.