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2 часа назад

Financial Advisor - First State Bank Athens

60 000 - 90 000$
Тип работы
fulltime
Грейд
senior
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 State Bank Athens (Financial Services): Advising bank clients on investment and insurance solutions while managing and growing an existing or newly developed client base with an accent on investment sales, client referrals, and open-architecture product access. Focus on building client relationships, creating tailored financial solutions, and developing a sustainable advisory business through bank resources and community relationships.

Location: Athens, TX, United States

Salary: $60,000–$90,000 per year, plus eligible sales incentive compensation.

Company

hirify.global operates an investment program supported by LPL Financial, providing banking clients with financial and investment services.

What you will do

  • Advise clients and families on financial solutions throughout their financial lives.
  • Take over and manage an existing book of business.
  • Build a client base through the bank’s referral system and community relationships.
  • Identify new advisory opportunities among the bank’s client base.
  • Create client-specific solutions using an open-architecture platform and third-party investment products.
  • Grow the advisory business with LPL technology, services, resources, and support.

Requirements

  • Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
  • Insurance license required.
  • At least three years of investment sales experience.
  • Employment is with hirify.global; LPL Financial holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

  • Access to proprietary technology and customized advisory services.
  • Access to thousands of investment products from leading third-party product sponsors.
  • Resources and expertise across LPL Financial to support client solution development.
  • Freedom to create solutions tailored to individual client goals.
  • Several branch territories with significant deposit bases and existing client demand.

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