1 час назад
Financial Advisor - First National Bank
100 000 - 150 000$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Financial Advisor - First National Bank (Investment Sales): Serving bank clients with financial services and building an advisory business through an existing book of business, bank referrals, and community relationships with an accent on client-specific investment solutions, broad product access, and business development. Focus on advising clients across their financial lives, expanding the client base, and creating solutions using open-architecture investment platforms.
Location: Des Moines, Iowa, United States
Salary: $100,000–$150,000 per year, plus eligible sales incentive compensation.
Company
partners with banks to provide investment and financial services through local bank investment programs.
What you will do
- Serve First National Bank clients with financial services throughout their financial lives.
- Service an existing book of business upon joining.
- Build and expand a client base through the bank’s referral system and community relationships.
- Identify new clients through the bank’s customer base and branch territories.
- Create investment solutions tailored to client goals without proprietary product restrictions.
- Use technology, tools, resources, and investment products to grow the advisory business.
Requirements
- Series 7 and Series 66, or Series 63 and 65, required.
- Insurance license required.
- Three or more years of investment sales experience.
- Employment is with First National Bank; holds the securities and insurance licenses in accordance with regulatory requirements.
Culture & Benefits
- Access to proprietary technology and customized advisory services.
- Open-architecture platform with thousands of investment products from third-party sponsors.
- Firm-wide resources and expertise for developing client solutions.
- Several branch territories with substantial deposit bases and potential client demand.
- Opportunity to benefit from First National Bank’s reputation and community standing.
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