9 часов назад
Financial Advisor - Central Bank
50 000 - 70 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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 ’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; 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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