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Financial Advisor

2 months ago

Meridian, United States Cetera Advisor Networks Located at Westmark Credit Union Full time
Job DescriptionJob Description

Title: Financial Advisor

Reports To: OSJ and Regional Directors

General Summary: To provide best in class investment services to an existing book of clients and new prospective clients of a highly respected financial institution throughout South Western, Idaho/The Treasure Valley. Branch locations include: Boise, Caldwell, Glens Ferry, Gooding, Hailey, Jerome, Middleton, Meridian, Mountain Home, Nampa, Twin Falls however, this opportunity will be primarily in the Treasure Valley with another advisor serving clients in the Magic Valley.

Essential Duties, Responsibilities & Qualifications:

To help clients reach their long term financial goals.

To make financial products and services available to clients consistent with firm and industry best practices.

Three years of proven financial services success

Bachelor's degree in business or equivalent work experience

Securities License FINRA Series 6 (7 preferred), 63, 65 or 66, current Idaho State Life Insurance License.

Outgoing personality, proven people skills, proven communication, administrative and technical skills.

Ability to produce results with minimal guidance.

This is a 1099 Independent Contractor Opportunity. Compensation figures are based on average or best in class BISA estimates and are based upon Gross Dealer Concession which is generated from the sale of certain insurance and security products or fees associated with advisory services.

 

 

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