What are the responsibilities and job description for the Financial Advisor position at Equity Bank?
Position: Financial Advisor
Department: Financial Services Group
Location: Pittsburg, KS (On-Site)
Job Type: Full-Time/Salary
Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we’ll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.
Summary:
The financial advisor position is primarily focused on developing new business and the retention of the existing client relationships. The position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers a comprehensive client solution. This individual must have strong relationship management skills. A qualified applicant must be dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment.
Responsibilities And Expectations
Key Responsibilities
Grow Equity Financial Services Group New Income and Profile in the Community
Required Skills & Education
Equity Bank, a full-service, $7.9 billion community bank, is based in Wichita, Kansas, with over 80 bank offices throughout Kansas, Nebraska, Missouri, Arkansas, and Oklahoma.
At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We’re searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.
Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.
What’s in it for you?
We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families.
Benefits Available:
The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.
Physical Requirements
This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.
Work Environment
This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.
Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant’s race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Department: Financial Services Group
Location: Pittsburg, KS (On-Site)
Job Type: Full-Time/Salary
Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we’ll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.
Summary:
The financial advisor position is primarily focused on developing new business and the retention of the existing client relationships. The position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers a comprehensive client solution. This individual must have strong relationship management skills. A qualified applicant must be dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment.
Responsibilities And Expectations
Key Responsibilities
Grow Equity Financial Services Group New Income and Profile in the Community
- Achieve monthly, quarterly, and annual revenue goals
- Demonstrate operational efficiency and organization to maintain good quality client interaction
- Implement Broker/Dealer policies, procedures, and protocols
- Proactively make referrals to other business lines that result in additional revenue to the bank
- Participate in community activities to increase bank visibility and image
- Communicate with territory team players
- Train and develop teammates on Financial Services products and services and how to effectively make referrals
- Demonstrate excellent client skills
- Create a welcoming, engaging, and professional environment for clients to experience
- Proactively resolve client issues or objections
- Proactively match Financial Services products and solutions to client needs
- Make periodic visits to bank locations to assess needs, confirm satisfaction and promote additional services
- Understand the follow applicable laws and regulations for job responsibilities, including but not limited to Equity Bank Business Ethics and Conduct policy, FINRA, SEC and other SRA rules and regulations
- Develops plan to achieve sales goals with assistance from sales management. Build familiarity with what is required to meet goals, in terms of specific actions and steps needed as well as planning and managing time effectively
- Assists with developing and implementing sales and marketing initiatives to increase awareness of product offerings outside and inside the Company
- Provides referral and product training to non-licensed Company employees, with assistance from sales management and others as needed
- Develop knowledge of current industry practices and trends and full array of Company products and services by learning from more experienced sales personnel and by attending continuing education training and seminars
- Maintains proper documentation and paperwork and files required activity reports to sales management as needed; complies with applicable laws and regulations and maintains various compliance files, including advertising, complaint, and correspondence
- Participates in civic activities to promote growth and development of the community and a positive image for the Company
Required Skills & Education
- Securities registrations Series 7, 6, and 63
- Licensed in Life & Health Insurance
- Bachelor’s Degree; Finance or Business preferred
- Extensive knowledge of the banking industry
- Willingness to travel 30% or more a month
Equity Bank, a full-service, $7.9 billion community bank, is based in Wichita, Kansas, with over 80 bank offices throughout Kansas, Nebraska, Missouri, Arkansas, and Oklahoma.
At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We’re searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.
Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.
What’s in it for you?
We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families.
Benefits Available:
- Health, Dental & Vision Insurance
- Group Life & Long-Term Disability Insurance
- Flexible Spending & Health Savings Accounts
- Group Cancer Insurance
- 401(K) Retirement Plan w/Company Match
- Generous Vacation & Sick Time
- Employee Stock Purchase Plan (ESPP)
- Pet Insurance
- Retail Banking Benefits
The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.
Physical Requirements
This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.
Work Environment
This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.
Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant’s race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.