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1 день назад

Financial Advisor - Old National Bank

42 000 - 200 000$
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 - Old National Bank (Investment Sales): Serving bank clients with financial services, building and expanding a client base, and developing investment solutions through LPL Financial’s open architecture platform with an accent on client relationships, referral-based business development, and personalized financial planning. Focus on managing an existing book of business, acquiring new clients through bank referrals, and creating solutions using third-party investment products.

Location: Hickory Hills, Illinois, United States

Salary: $42,000–$200,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with banks to provide investment and financial services through bank investment programs.

What you will do

  • Serve clients across different stages of their financial lives.
  • Service an existing book of business upon hire.
  • Build a client base through Old National Bank’s referral system and client network.
  • Identify new client opportunities within the bank’s customer base.
  • Create personalized financial solutions without proprietary product restrictions.
  • Use hirify.global’s technology, investment platform, and firm-wide resources to support clients.

Requirements

  • Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
  • Insurance license required.
  • Three or more years of investment sales experience.
  • Employment is with Old National Bank; hirify.global 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 hirify.global to help develop client solutions.
  • Opportunity to grow an advisory business using the bank’s reputation, community presence, referral network, and branch territories.

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