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Job Details

Bank Financial Advisor

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JOB DESCRIPTION
Job #: 15604
Status: Inactive / Filled
Title: Bank Financial Advisor
Job Location: IN-Fort Wayne
Lower Midwest (IL, IN, IA, KS, KY, MO, NE & OH)
Job Categories: Investments & Securities
Industries: Financial Services
Base Compensation:
Low: $30,000       High: $40,000
Total Compensation:
Low: $60,000       High: $100,000
Benefits: health insurance, 401k, life insurance, expense account
Overnight Travel: Limited Travel
Is Employer Willing to Relocate?: Might Consider
Other Relocation Information: Need local candidate
Employment Type: Full Time / Direct Hire
 
Why is This a Great Opportunity?
Nice community bank. Good opportunity to grow a substantial business with excellent local support and a strong broker dealer.
 
Job Description:
We have been retained by the financial services division of a 90 year old community bank to find a quality Financial Advisor to work with the clients of one or more of their branch offices in the Ft. Wayne area
 
QUALIFICATIONS
Mandatory Minimum Qualifications - Must Have: • FINRA Series 7 (Initially a Series 6 will suffice with the understanding the FA will obtain the Series 7 within eight months of joining the firm). • FINRA Series 66 (63+65) • Life and Health insurance license • an existing book of transferable business (Preferred) • a good record of regulatory compliance. • LOCAL CANDIDATES ONLY
 
Preferred Qualifications: FINRA Series 7 and 66. 2-5 years of experience as a retail Financial Advisor. CFP, ChFC, or CLU are a plus
 
Education: Bachelor's
 
Certifications: None
 
Licenses: FINRA Registered Rep - Series 7 - Stock Broker; NASAA State Registration / Investment Advisor - Series 66
 
Total Years of Experience: 3-4+
 
Years of Experience in Present Position: 1-2+
 
First Name:
Last Name:
E-mail Address:

 

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