1 день назад
Financial Advisor - Simmons Bank
44 000 - 60 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor - Simmons Bank (Investment Sales): Building and expanding a client base through bank referrals while creating tailored financial solutions with an accent on investment products, client goals, and community-based advisory services. Focus on developing new client relationships, supporting clients across their financial lives, and applying securities and insurance licensing in a bank investment program.
Location: Memphis, Tennessee, United States
Salary: $44,000–$60,000 per year, plus eligibility for sales incentive compensation.
Company
partners with banks to provide investment and financial services through bank investment programs; employment for this role is with Simmons Bank.
What you will do
- Build and expand a client base through Simmons Bank's referral system and existing client relationships.
- Support individuals and families with financial solutions throughout their financial lives.
- Develop tailored client solutions using an open-architecture platform without proprietary product restrictions.
- Identify new clients through the bank's client base and branch territories.
- Use 's technology, investment products, services, and firm-wide resources 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.
- Employment is with Simmons Bank; holds the securities and insurance licenses in accordance with regulatory requirements.
Culture & Benefits
- Access to proprietary technology and customized advisory services.
- Open-architecture access to thousands of investment products from third-party sponsors.
- Resources and expertise to support client solution development.
- Several branch territories with significant deposit bases and established community relationships.
- Opportunity to grow an advisory business using the bank's reputation, referral network, and community standing.
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