3 часа назад
Financial Advisor – American Federal Bank
40 000 - 80 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor – American Federal Bank (Investment Sales): Serving bank clients with comprehensive financial services while managing an existing book of business and developing new client relationships through bank referrals. Focus on creating non-proprietary investment solutions, expanding client portfolios, and using LPL’s technology, products, and institutional support.
Location: Crookston, Minnesota, United States
Salary: $40,000–$80,000 per year, plus sales incentive compensation.
Company
partners with banks to provide clients with financial planning, investment products, and advisory services.
What you will do
- Serve an existing book of business upon joining.
- Build and expand a client base through American Federal Bank’s referral system and community relationships.
- Develop financial and investment solutions tailored to individual client goals without proprietary product restrictions.
- Identify new client opportunities through the bank’s customer base and branch territories.
- Use ’s technology, investment platform, and firm-wide resources to support client relationships.
Requirements
- Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses.
- Insurance license.
- At least three years of investment sales experience.
- Employment is with American Federal 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.
- Resources and expertise supporting the development of client solutions.
- Opportunity to grow an advisory business within an established bank and local community.
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