Financial advisor i (1-5 years experience) - $60k ...
On-site
Client financial objectives
Investment transaction execution
Financial planning and advice
Shore United Bank is seeking a full-time Financial Advisor to provide financial planning and investment advice to clients. The role requires relevant licensing, experience in wealth management, and a commitment to achieving revenue goals while maintaining compliance with industry regulations
Job Summary
Shore United Bank is seeking a full-time Financial Advisor responsible for providing sound advice regarding financial planning and investments to businesses and individuals.
Essential functions include meeting with clients to determine financial objectives, offering strategic advice on products and services, and performing market research.
The company offers a comprehensive benefits package, 401k with company match, employee stock purchase plan, and opportunities for growth and advancement.
Matching Summary
Match Score: 85
Shore United Bank is seeking a full-time Financial Advisor to provide financial planning and investment advice to clients. The role requires relevant licensing, experience in wealth management, and a commitment to achieving revenue goals while maintaining compliance with industry regulations.
Salary
Financial Advisor I (1-5 years experience) - $60K base plus production commission; Financial Advisor II (5-10 years experience) - $65K base plus production commission; Benefits: Comprehensive benefits package