Financial Advisor

<strong>RogueSearch has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation!&nbsp;</strong>

Shoreline, WA

Rogue Search

<p>RogueSearch has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation!&nbsp;</p> <p>During this time, we have found many recruitment Search Firms that are trying to hang on to outdated strategies, policies and logic that just doesn&rsquo;t make sense anymore including:</p> <ul> <li>The higher the level of search, the higher percentage fee you pay</li> <li>Fee Guarantee periods that don&rsquo;t exceed your own internal retention performance</li> <li>Don&rsquo;t partner with Human Resources, only work with Hiring Managers</li> </ul> <p><strong>Time for a change.&nbsp; Time to partner with RogueSearch</strong></p> https://www.roguehire.com/

keywords: job description,build,opportunity,grow,management,license,experience,certification

Full Time

Overview: <p>Partner with a Credit Union to offer a complete menu of financial services to over 40,000 credit union clients. This opportunity is to run a referral network of six bank branches in the Fort Lauderdale, FL, area to grow your advisor practice.&nbsp; &nbsp;</p> <p>The Investment Program supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their economic life.</p> <p>This exciting position will allow you to grow your career and business, helping the people and families that look to the Credit Union for financial solutions.</p>
Responsibilities: <p>This position will offer:</p> <ul> <li>The ability to build a strong client base with the credit union&rsquo;s exceptional referral system</li> <li>Several branch territory with a significant deposit base, which includes current members who need an advisor to support their financial goals</li> <li>The opportunity to find new clients via the credit union&rsquo;s member base</li> <li>The opportunity to create client solutions without proprietary products</li> <li>The ability to grow your business with a combination of tools, technology, and support</li> <li>The benefit of our experience helping financial institutions grow and maximize their investment programs</li> <li>The opportunity to capitalize on the credit union&rsquo;s reputation and community standing</li> </ul> <p>&nbsp;</p> <p>As an advisor, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:</p> <ul> <li>Access to our proprietary technology and a suite of customized services</li> <li>An open architecture platform with access to thousands of investment products from leading third-party product sponsors</li> <li>Resources and expertise across the firm to help you create client solutions</li> <li>The freedom to develop solutions specific to your client&rsquo;s goals</li> </ul>
Requirements: <p><strong>Requirements:</strong></p> <ul> <li>Series 7 and 66 (63/65) required</li> <li>Insurance license required</li> <li>Three or more years of investment sales experience</li> </ul>