2 часа назад
Financial Advisor - First State Bank Athens
60 000 - 90 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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 ; 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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