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9 часов назад

Financial Advisor - Central Bank

50 000 - 70 000$
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 - Central Bank (Investment Sales): Serving bank clients with comprehensive financial services while managing an existing book of business and developing new client relationships with an accent on investment products, personalized client solutions, and referral-driven business growth. Focus on servicing multiple branch territories, creating non-proprietary investment strategies, and applying securities and insurance expertise to clients’ financial goals.

Location: Columbia, Missouri, United States

Salary: $50,000–$70,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with banks to provide investment and financial services through local bank investment programs; employment for this role is with Central Bank.

What you will do

  • Serve Central Bank clients throughout multiple branch territories.
  • Service an existing book of business and develop new client relationships through the bank’s referral system and client base.
  • Provide comprehensive financial services to individuals and families at different stages of their financial lives.
  • Create investment solutions tailored to client goals without relying on proprietary products.
  • Use hirify.global’s technology, investment platform, tools, and firm-wide resources to grow the advisory business.

Requirements

  • Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
  • Insurance license required.
  • Three or more years of investment sales experience.
  • Employment is with Central 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 across the firm to support client solutions.
  • Opportunity to serve an established community client base and benefit from Central Bank’s referral system and local reputation.

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