Financial Advisor

50 000 - 75 000$

Формат работы

onsite

Тип работы

fulltime

Грейд

senior

Английский

Страна

Вакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:

TL;DR

Financial Advisor (Investment Sales): Serving Interra Credit Union members with financial solutions and growing an investment advisory client base with an accent on client relationships, referrals, and access to diverse investment products. Focus on servicing an existing book of business, developing new clients through the credit union’s member base, and creating non-proprietary solutions aligned with client goals.

Location: Goshen, Indiana, United States

Salary: $50,000–$75,000 per year, plus eligible sales incentive compensation.

Company

hirify.global provides financial services through the Interra Credit Union investment program in association with LPL Financial.

What you will do

Serve Interra Credit Union members with financial solutions throughout their financial lives.
Service an existing book of business upon hire.
Build and expand a client base through the credit union’s referral system and member network.
Develop client solutions without proprietary product restrictions.
Use LPL Financial’s technology, tools, investment products, and firm-wide resources to support client goals.

Requirements

Series 7 and Series 66, or Series 63/65, required.
Insurance license required.
At least three years of investment sales experience.
Employment is with hirify.global; LPL Financial holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

Access to proprietary technology and customized support services.
Open architecture platform with thousands of investment products from third-party sponsors.
Resources and expertise across LPL Financial to support client solutions.
Several branch territories with significant deposit bases and established credit union membership.
Opportunity to grow an advisory business using Interra Credit Union’s community reputation and referral network.

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