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3 часа назад

Financial Advisor – American Federal Bank

40 000 - 80 000$
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 – 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

hirify.global 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 hirify.global’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; 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.
  • 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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