What are the responsibilities and job description for the Wealth Advisor position at CBI Bank & Trust?
Description
GENERAL DESCRIPTION: Responsible for the sales and distribution of personal investment products, such as mutual funds, insurance, and annuity products to satisfy customer needs and generate fee income to the bank.
Position Requirements
Skills/education/experience required:
In addition to competitive compensation, we offer a rewarding incentive program and a comprehensive benefits package. Benefits include Paid Time Off (PTO), a 401(k)-retirement savings plan, an Employee Assistance Program (EAP), and ongoing training and development opportunities. Full-time and part-time associates are eligible for a wide range of benefits, including medical, dental, vision, and more.
We are an Equal Opportunity Employer committed to fostering an inclusive workplace. We do not discriminate against applicants or employees on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age (40 or older), disability, veteran or military status, genetic information, or any other characteristic protected by applicable federal, state, or local law.
GENERAL DESCRIPTION: Responsible for the sales and distribution of personal investment products, such as mutual funds, insurance, and annuity products to satisfy customer needs and generate fee income to the bank.
Position Requirements
- Provide advice to customers on personal investment product purchases by informing them of current market trends and recommending appropriate investment strategies
- Determine specific customer needs and ensure that appropriate market transactions are executed
- Maintain a high level of profitable sales
- Keep informed of personal investment product market trends, issues and customer needs
- Maintain up-to-date familiarity with the current personal investment products portfolio to ensure optimum marketing potential
- Develop and maintain contacts for the sale of personal investment products by participating in a customer call program to existing and prospective customers
- Comply with the rules established by FINRA, Federal bank regulators and state regulators; maintain up-to-date knowledge regarding changing regulations
- Cross-sell bank products and build relationships with personal bankers
- Maintain appropriate licensing
- Actively upholds the organizations vision, mission and values, encompassing mutual respect, honoring commitments, working with integrity and accepting responsibility for own actions
- Has a strong commitment and dedication to internal and external customer service
Skills/education/experience required:
- Bachelor’s degree from a four year college or university and three years of related experience required. Work related experience should consist of a background in personal investment sales and proven track record in sales/business development. Educational experience, through in-house training sessions, formal school or financial industry related curriculum should be applicable to the financial investment industry.
- Series 7 and 65 securities license (or equivalent) and life/health insurance licenses required.
- Strong oral, written and interpersonal communication skills. The ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Excellent organizational and time management skills.
In addition to competitive compensation, we offer a rewarding incentive program and a comprehensive benefits package. Benefits include Paid Time Off (PTO), a 401(k)-retirement savings plan, an Employee Assistance Program (EAP), and ongoing training and development opportunities. Full-time and part-time associates are eligible for a wide range of benefits, including medical, dental, vision, and more.
We are an Equal Opportunity Employer committed to fostering an inclusive workplace. We do not discriminate against applicants or employees on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age (40 or older), disability, veteran or military status, genetic information, or any other characteristic protected by applicable federal, state, or local law.