Bank Financial Advisor/Investment Rep $75K to $100K

Bank Financial Advisor/Investment Rep $75K to $100K

 

Our client, a large financial institution and a leader in its industry with offices throughout Massachusetts, seeks a Financial Advisor to sell and build relationships with its client base in the Burlington and Andover branch offices.

 

 

Requirements:

 

The ideal candidate: will have 1-5 years of experience selling Financial Services and Life Insurance products and possess the following licenses: Series 7, 63, 65/66, Life and Health Insurance. Must satisfy a background check that includes satisfactory regulatory, criminal and financial standing. A degree is preferred or equivalent experience.

 

The Financial Advisor will provide investment advice on a wide range of investment products to the clients of the bank.

 

The Financial Advisor needs to build rapport with the client base and determine the customers financial planning and investment objectives, align these investment objectives and goals with appropriate investment and insurance products offered by the company and continue to build an ongoing relationship for success.

 

This is a tremendous opportunity for a financial services professional to step into a program that provides prospecting support through referral generation programs and an open architecture of non-proprietary products to satisfy the goals and objectives of its clients.

 

A successful candidate should display the traits of honesty, a good work ethic and relevant product knowledge. This is a team environment that demands someone that mirrors the social and cultural values of the institution and strives to find success in every opportunity.

 

 

Get on board with a stable and secure company.

 

* $33,000 Base Salary ramp-up plus Commission $70K to $90K

* Free Administrative Support

* Free office and telephone usage

* Free referrals from existing client base

* Extensive product and sales training

* Full range of Benefits effective first day of employment

 

Benefits include Medical, Dental, Vision, 3 Weeks Vacation, 401k, Life Insurance, Long-Term Disability, Sick days and major holidays. 

 

 

United Professional Placement, is an independent professional placement service that provides permanent placement/staffing services to top employers throughout the United States. One of our areas of specialization is financial/insurance sales placement for Fortune 500 companies. All fees are paid by the employers not the applicant.

 

Please respond via our Email or Fax.

 

E-mail unitedpro@aol.com

 

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