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5 часов назад

Financial Advisor - First Horizon Bank

50 000 - 285 000$
Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global partners with banks to provide investment and financial services to bank clients; employment for this role is with First Horizon Bank, while hirify.global 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 hirify.global'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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