As a Financial Advisor, your day will be filled with opportunities to provide financial advice to clients to help them meet their financial goals according to their time frame, risk tolerance, and objectives. Our Bank, with an established reputation, will provide an environment for the growth of your business. 

Responsibilities

Daily responsibilities include, but are not limited to, the following:

• Prospect and locate clients
• Set appointments
• Meet prospects to analyze their unique financial needs
• Prepare financial plans
• Recommend/sell specific, appropriate products
• Network with business partners to create opportunities
• Work in a team environment

Job Requirements

The successful candidate will have the following qualifications:

• BS/BA required
• 2 years of Brokerage experience and at least $100,000 in prior 12 month trail in commissions
• Marketing and sales experience
• Natural interpersonal and communication skills
• Strong analytical abilities
• Self-confidence, persistence, and initiative
• Entrepreneurial perspective
• Series 7, 66 or 63/65 combo and Insurance License

Benefits

• 401(k) with a company match of up to 6%
• ESOP employer match
• Medical insurance
• Dental insurance
• Vision insurance
• Cancer / Disease insurance
• Accident insurance
• Flexible Spending Accounts
• Health Savings Accounts
• Humana Go365 Wellness & Rewards Program
• Bank paid Life / AD& D insurance
• Voluntary Life / AD&D insurance
• Bank paid Short-Term and Long-Term Disability insurance
• Employee Stock Purchase Plan
• Employee Assistance Program

Physical Requirements

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the functions of this job, the employee will continually communicate with coworkers or customers. The employee will constantly position themselves to sit or stand, and occasionally move around the office to access filing cabinets or office machinery. The employee will constantly operate a computer, using repetitive movements of hands and fingers, and other office productivity machinery, such as a calculator, copy machinery, and computer printer. The employee will frequently identify, observe and assess materials and information, visually or otherwise.

Employees must also have the ability and means to travel as necessary for the purpose of attending training, meetings, and other various business functions.