1 день назад
Financial Advisor - Old National Bank
42 000 - 200 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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 ’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; 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 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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