5 часов назад
Financial Advisor - Scott Credit Union
45 000 - 60 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor - Scott Credit Union (Investment Sales): Serving credit union members with financial solutions while managing an existing book of business and building a new client base through referrals and community relationships. with an accent on investment product selection, client-focused solutions, and business development. Focus on expanding advisory relationships, supporting clients' financial goals, and using open-architecture investment tools without proprietary product restrictions.
Location: Edwardsville, Illinois, United States
Salary: $45,000–$60,000 per year, plus eligible sales incentive compensation.
Company
partners with TruStage to provide financial services to credit union clients; employment for this role is with TruStage, while holds the required securities and insurance licenses.
What you will do
- Serve Scott Credit Union members with financial solutions throughout their financial lives.
- Service an existing book of business after hire.
- Build a client base through the credit union’s referral system and member network.
- Develop client solutions using an open-architecture platform without proprietary product restrictions.
- Use ’s technology, investment products, resources, and support to grow the advisory business.
Requirements
- Series 7 and Series 66, or Series 63/65, required.
- Insurance license required.
- Three or more years of investment sales experience required.
- Employment is with TruStage rather than .
Culture & Benefits
- Support from ’s proprietary technology and customized services.
- Access to thousands of investment products from third-party product sponsors.
- Resources and expertise to create solutions tailored to client goals.
- Several branch territories with significant deposit bases and established credit union member relationships.
- Opportunity to build a business within a community-focused credit union investment program.
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