What are the responsibilities and job description for the Financial Advisor position at Cedar Rapids Bank & Trust?
Cedar Rapids Bank & Trust is looking for a Financial Advisor to join our team! This position will be responsible for providing relevant, reliable, and timely information to key stakeholders in a consistent manner while maintaining the highest ethical standards and modeling our core values of: Passion, Innovation, Collaboration, Achievement, Accountability, and Inclusion. An active dedication to investing in community partnerships and participation is encouraged and part of our collective culture and brand.
QUALIFICATIONS:
- Bachelor's degree in business, accounting, finance, or related field highly desired but not required for individuals possessing at least 5 years of successful sales experience.
- A minimum of 3 - 5 years of investment management or private wealth management experience is preferred. Background, experience, and the ability to create value are also strong considerations.
- Series 7 and 66 licenses required and/or required within six months of hiring with no exceptions.
Cedar Rapids Bank & Trust is a relationship-driven organization who values their employees as well as their community. Our goal is to provide exceptional customer service and make financial dreams a reality. We are a family-oriented company who values work-life balance and providing advancement opportunities to our employees.
Visit https://www.crbt.bank/ to learn more about our company.
Equal Opportunity Employer
Pre-Employment credit check, background check & drug screen required