5 часов назад
Financial Advisor - First Horizon Bank
50 000 - 285 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor - First Horizon Bank (Investment Sales): Building and growing a client base while providing investment and financial solutions through First Horizon Bank's referral network, with an accent on client relationships, open-architecture investment products, and personalized financial planning. Focus on acquiring new clients, developing tailored solutions without proprietary products, and managing required securities and insurance licensing.
Location: Miami, FL, United States; onsite
Salary: $50,000–$285,000 per year, plus eligible sales incentive compensation.
Company
partners with banks to provide investment and financial services to bank clients; employment for this role is with First Horizon Bank, while holds the required securities and insurance licenses.
What you will do
- Build and grow a strong client base through First Horizon Bank's referral system and existing client relationships.
- Identify and acquire new clients through the bank's customer base.
- Create personalized investment and financial solutions based on client goals.
- Use an open-architecture platform with access to thousands of third-party investment products.
- Leverage 's technology, services, resources, and expertise to develop the investment program.
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.
- Must work in Miami, Florida.
Culture & Benefits
- Access to proprietary technology and customized support services.
- Open architecture with investment products from leading third-party sponsors.
- Resources and expertise to support client solution development.
- Opportunity to grow an advisory business using First Horizon Bank's reputation, community presence, and referral network.
- Eligible for sales incentive compensation.
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