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2 часа назад

Financial Advisor - Mountain Commerce Bank

50 000 - 100 000$
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 - Mountain Commerce Bank (Investment Sales): Building and expanding a client base by providing financial services and investment solutions to bank clients with an accent on relationship development, referral-based prospecting, and tailored advisory solutions. Focus on applying securities and insurance licensing, developing new client relationships, and delivering investment strategies through an open-architecture platform.

Location: Knoxville, Tennessee, United States

Salary: $50,000–$100,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with banks to provide financial services and investment programs for bank clients; employment for this position is with Mountain Commerce Bank, while hirify.global holds the required securities and insurance licenses.

What you will do

  • Build and grow a client base through Mountain Commerce Bank’s referral system and existing client relationships.
  • Identify new advisory opportunities within the bank’s client base and branch territories.
  • Develop financial and investment solutions tailored to individual client goals without proprietary product restrictions.
  • Support clients and families throughout different stages of their financial lives.
  • Use hirify.global’s technology, tools, services, and investment-product platform to grow the advisory business.

Requirements

  • Series 7 and Series 66 licenses are required; Series 63/65 qualification is accepted.
  • An insurance license is required.
  • At least three years of investment sales experience.
  • Ability to work with bank clients and develop long-term financial advisory relationships.

Culture & Benefits

  • Access to proprietary technology and customized advisory services.
  • Open-architecture platform with thousands of investment products from third-party sponsors.
  • Firm-wide resources and expertise for creating client solutions.
  • Access to Mountain Commerce Bank’s community reputation, client base, and branch referral network.
  • Freedom to create solutions aligned with client goals.

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