Investments Representative-Financial Advisor

About the role

This Exciting Position Will Allow You To Grow Your Career And Business, Helping The People And Families That Look To Red River Bank For Financial Solutions.

Responsibilities

• Join a team dedicated to helping clients in every stage of their financial life.
• Build a strong client base with the Bank’s exceptional referral system.
• Find new clients via the bank’s client base.
• Create client solutions without proprietary products.
• Grow your business with LPL’s combination of tools, technology, and support.
• Capitalize on the bank’s reputation and community standing.
• Offer the ability to build a strong client base with the Bank’s exceptional referral system.
• Find new clients via the bank’s client base.
• Create client solutions without proprietary products.
• Grow your business with LPL’s combination of tools, technology, and support.
• Capitalize on the bank’s reputation and community standing.

Requirements

• Series 7 and 66 (63/65) required.
• Insurance license required.
• Three or more years of investment sales experience REQUIRED.

Qualifications

• Strong communication and interpersonal skills.
• Ability to build and maintain relationships with clients and colleagues.
• Proven track record in investment sales and client management.
• Knowledge of financial planning and wealth management principles.

Skills

• Strong communication and interpersonal skills.
• Ability to build and maintain relationships with clients and colleagues.
• Proven track record in investment sales and client management.
• Knowledge of financial planning and wealth management principles.

Benefits

• Access to proprietary technology and a suite of customized services.
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors.
• Resources and expertise across the firm to help you create client solutions.
• The freedom to create solutions specific to your client’s goals.

Pay

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.

Schedule

N/A