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Financial Advisor - First National Bank

100 000 - 150 000$
Тип работы
fulltime
Грейд
middle
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 - 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

hirify.global 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 hirify.global 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; hirify.global 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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