3 дня назад
Financial Advisor (Investment Sales)
100 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor (Investment Sales) (Financial Services): Serving an existing book of business and developing client relationships through German American Bank’s referral network with an accent on investment solutions, insurance products, and client acquisition. Focus on expanding advisory business, designing non-proprietary solutions for client goals, and using LPL Financial’s investment platform and technology.
Location: Upper Arlington, Ohio, United States
Salary: $100,000–$150,000 annually, plus eligible sales incentive compensation.
Company
provides investment services, technology, and support for financial institution investment programs; employment for this role is with German American Bank.
What you will do
- Service an existing book of business upon hire.
- Build and expand a client base through German American Bank’s referral system and member network.
- Develop financial solutions tailored to clients’ goals without relying on proprietary products.
- Support clients and families with financial solutions throughout different stages of their financial lives.
- Use ’s technology, investment products, resources, and customized services to grow the advisory business.
Requirements
- Series 7 and Series 66, or Series 63/65, required.
- Insurance license required.
- At least three years of investment sales experience.
- Work location: Upper Arlington, Ohio.
Culture & Benefits
- Access to proprietary technology and customized advisory services.
- Open-architecture platform with thousands of investment products from third-party sponsors.
- Resources and expertise to support client solution development.
- Existing branch territories with significant deposit bases and potential client referrals.
- Employment is with German American Bank, while holds the securities and insurance licenses in accordance with regulatory requirements.
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