2 часа назад
Financial Advisor - Mountain Commerce Bank
50 000 - 100 000$
Мэтч & Сопровод
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Описание вакансии
Текст:
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
partners with banks to provide financial services and investment programs for bank clients; employment for this position is with Mountain Commerce Bank, while 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 ’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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