What are the responsibilities and job description for the Financial Advisor - Full Time(40 Hrs/Wk) position at IncredibleBank?
JOB REQUIREMENTS: Financial Advisor - Full Time (40 Hrs/Wk) Location:
8329 Murphy Drive, Middleton, WI, 53562, United States Employee Type: FT
Regular Exempt Contact Information Name: brittney bierman Email:
bbierman@incrediblebank.com Description We know what you\'re thinking.
\"What kind of name is IncredibleBank?\" Well, we\'re glad you asked.
With a name like IncredibleBank, we have a lot to live up to. Our name
is a promise we make every day to our customers and to our team members
(and hey, that could be you!). A promise that we strive to be incredible
in everything we do. A promise that will help our customers, fellow team
members, and our communities to do the incredible. At IncredibleBank,
we\'re all about ICE. What\'s ICE? ICE stands for Incredible Customer
ExperienceTM (that\'s right - an experience so good and so important we
trademarked it). ICE illustrates the core values that drive everything
we do - how we conduct business, how we treat each other, and how we
continuously strive to build on our model of customer-focused banking.
Our core values have been in place for more than 50 years and continue
to influence every aspect of our operation today. So - how can you help
us live up to our name? About the Role: IncredibleBank (aka
IncredibleWealth) offers an investment services program through
Ameriprise Financial Institutions Group, a channel of Ameriprise
Financial Services, LLC. Through on-site financial planning,
comprehensive investment solutions and convenient digital capabilities,
together we help you reach your financial goals! We are eager to discuss
the prospect of you joining our team as our next incredible team member!
This position allows you to partner with other team members and key
stakeholders to provide Incredible Customer Experiences of your own!
Duties and responsibilities may include: Develop an ongoing financial
planning relationship with clients focused on accomplishing the
client\'s goals, understand their financial needs and to offer solutions
to those needs. Advisors leverage digital capabilities to drive a
reputable, referable client experience. Seeks opportunities to build
relationships, working within the prescribed framework of the Bank\'s
policies and procedures to offer flexible and competitive Wealth
Managment solutions, including Bank referrals. Advisors work within
their financial institution to generate leads and drive a successful
investment program. Maintains constructive and positive working
relationships with Wealth Managment customers and clients, as well as
referral sources, retail branch partners and Business Banking team
members. Actively participates in the local community and business
community at large. This is a regular full-time, salaried exempt
position, averaging approximately 40 hours/week. Schedule may vary
between the hours of 8:00 am to 5:30 pm CST Monday through Friday and 9
am to 12 pm CST on Saturdays. This position will work on-site at our
IncredibleBank branch location in Middleton, WI. Intermittent travel
will be required. About You: You do what is right over what is easy. You
don\'t settle for good enough. You\'re driven to learn and grow. You
recognize your impact on the customer experience, regardless of your
role. Those attributes are just a few things our incredible employees
have in common. And, we\'d be so excited to learn a little more about
you and discuss your interest in joining our team! Our recommended and
preferred qualifications are: Degree in Business, Finance or related
Field Of Study Preferred, Or Comparable Experience. Previous Financial
sales experience or exposure preferred. Certifications preferred: CFP,
CRPC Registration requirements: Series 7, Series 63/66, Series 65/66.
About Our Benefits and Compensation: Our promise of ICE extends to our
employees as well. Our employees are our greatest asset, and we strive
to show our appreciation by offering top-tier benefits and, dare e say,
more than competitive compensation that we\'re willing to discuss up
front. And we are constantly evaluating and improving our benefits. In
fact, eligible employees receive over 30 days off per calendar year!
That includes 18 days of PTO to begin, PLUS an Anniversary Holiday,
Birthday Holiday, Wellness Holiday, and 12 observed Bank Holidays. Check
Out Our Total Rewards Package At
https://incrediblebank.mybenefitsapp.com/ About the Company:
IncredibleBank first started in 1967 as River Valley Bank with a single
location in Rothschild, WI. And we may have strong roots in community
banking, but IncredibleBank wasn\'t awarded as one of America\'s Most
Innovative Banks by the Independent Community Bankers of America for our
popcorn Fridays. Though we do love free popcorn\... We strive to stay on
the leading edge of banking technology with the goal providing the best,
simplest way for our customers across the country to do their banking.
But if our customers need us, they can pick up the phone and talk to a
real person. And that\'s what makes us America\'s first national online
community bank. And who doesn\'t love the idea of a national community?
Today, IncredibleBank is a \$2.0 billion-asset institution that has
grown to 17 brick-and-mortar locations with customers in all 50 states.
But we know that as an employer, it\'s less about size than it is about
culture. That\'s why we\'re especially proud to have been certified as a
Great Place to Work. Learn more about our Great Place to Work engagement
results here: https://www.greatplacetowork.com/certified-company/7022621
PI283774143 \*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
https://www.click2apply.net/nDp6GJiG88gbdUmVGHYXzY
8329 Murphy Drive, Middleton, WI, 53562, United States Employee Type: FT
Regular Exempt Contact Information Name: brittney bierman Email:
bbierman@incrediblebank.com Description We know what you\'re thinking.
\"What kind of name is IncredibleBank?\" Well, we\'re glad you asked.
With a name like IncredibleBank, we have a lot to live up to. Our name
is a promise we make every day to our customers and to our team members
(and hey, that could be you!). A promise that we strive to be incredible
in everything we do. A promise that will help our customers, fellow team
members, and our communities to do the incredible. At IncredibleBank,
we\'re all about ICE. What\'s ICE? ICE stands for Incredible Customer
ExperienceTM (that\'s right - an experience so good and so important we
trademarked it). ICE illustrates the core values that drive everything
we do - how we conduct business, how we treat each other, and how we
continuously strive to build on our model of customer-focused banking.
Our core values have been in place for more than 50 years and continue
to influence every aspect of our operation today. So - how can you help
us live up to our name? About the Role: IncredibleBank (aka
IncredibleWealth) offers an investment services program through
Ameriprise Financial Institutions Group, a channel of Ameriprise
Financial Services, LLC. Through on-site financial planning,
comprehensive investment solutions and convenient digital capabilities,
together we help you reach your financial goals! We are eager to discuss
the prospect of you joining our team as our next incredible team member!
This position allows you to partner with other team members and key
stakeholders to provide Incredible Customer Experiences of your own!
Duties and responsibilities may include: Develop an ongoing financial
planning relationship with clients focused on accomplishing the
client\'s goals, understand their financial needs and to offer solutions
to those needs. Advisors leverage digital capabilities to drive a
reputable, referable client experience. Seeks opportunities to build
relationships, working within the prescribed framework of the Bank\'s
policies and procedures to offer flexible and competitive Wealth
Managment solutions, including Bank referrals. Advisors work within
their financial institution to generate leads and drive a successful
investment program. Maintains constructive and positive working
relationships with Wealth Managment customers and clients, as well as
referral sources, retail branch partners and Business Banking team
members. Actively participates in the local community and business
community at large. This is a regular full-time, salaried exempt
position, averaging approximately 40 hours/week. Schedule may vary
between the hours of 8:00 am to 5:30 pm CST Monday through Friday and 9
am to 12 pm CST on Saturdays. This position will work on-site at our
IncredibleBank branch location in Middleton, WI. Intermittent travel
will be required. About You: You do what is right over what is easy. You
don\'t settle for good enough. You\'re driven to learn and grow. You
recognize your impact on the customer experience, regardless of your
role. Those attributes are just a few things our incredible employees
have in common. And, we\'d be so excited to learn a little more about
you and discuss your interest in joining our team! Our recommended and
preferred qualifications are: Degree in Business, Finance or related
Field Of Study Preferred, Or Comparable Experience. Previous Financial
sales experience or exposure preferred. Certifications preferred: CFP,
CRPC Registration requirements: Series 7, Series 63/66, Series 65/66.
About Our Benefits and Compensation: Our promise of ICE extends to our
employees as well. Our employees are our greatest asset, and we strive
to show our appreciation by offering top-tier benefits and, dare e say,
more than competitive compensation that we\'re willing to discuss up
front. And we are constantly evaluating and improving our benefits. In
fact, eligible employees receive over 30 days off per calendar year!
That includes 18 days of PTO to begin, PLUS an Anniversary Holiday,
Birthday Holiday, Wellness Holiday, and 12 observed Bank Holidays. Check
Out Our Total Rewards Package At
https://incrediblebank.mybenefitsapp.com/ About the Company:
IncredibleBank first started in 1967 as River Valley Bank with a single
location in Rothschild, WI. And we may have strong roots in community
banking, but IncredibleBank wasn\'t awarded as one of America\'s Most
Innovative Banks by the Independent Community Bankers of America for our
popcorn Fridays. Though we do love free popcorn\... We strive to stay on
the leading edge of banking technology with the goal providing the best,
simplest way for our customers across the country to do their banking.
But if our customers need us, they can pick up the phone and talk to a
real person. And that\'s what makes us America\'s first national online
community bank. And who doesn\'t love the idea of a national community?
Today, IncredibleBank is a \$2.0 billion-asset institution that has
grown to 17 brick-and-mortar locations with customers in all 50 states.
But we know that as an employer, it\'s less about size than it is about
culture. That\'s why we\'re especially proud to have been certified as a
Great Place to Work. Learn more about our Great Place to Work engagement
results here: https://www.greatplacetowork.com/certified-company/7022621
PI283774143 \*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
https://www.click2apply.net/nDp6GJiG88gbdUmVGHYXzY